In this month’s Chart Pack, allocators can explore three key themes that shaped the market conversation in March. The first of these is Emerging Markets Debt, as allocators look for new opportunities for alpha. Second, the appeal of the infrastructure asset class is highlighted and, finally, ongoing shifts in global wealth require everyone's attention.
Is the hyperfocus on inflation warranted, should we be worried about the size of U.S. debt, and do geopolitics negatively impact markets?
Tune in for the best of markets and the best in music, this time with Colin Graham, head of Robeco Sustainable Multi Asset Strategies. This week it’s…
Capital Group economist Darrell Spence examines why the Federal Reserve might not cut U.S. interest rates this year and what it would mean for…
If central banks are cutting rates into an environment already healthy for nominal growth, that would be a uniquely positive backdrop for stocks.
Brett Fleishman, Institutional Portfolio Manager, shares the team's thoughts on the market and the International Equity Strategy.