Fixed Income’s Fashionable Again

In this episode of the Center for Investment Excellence podcast, hosted by David Lebowitz, the focus is on the transportation sector amidst a backdrop of global economic uncertainty. Andy Dacey, CEO and CIO of J.P. Morgan Asset Management's Global Transportation Group, joins the ... Show More

This episode hosted by David Lebovitz features a discussion with Dr. David Kelly, chief global strategist at J.P. Morgan. It covers topics such as the economic outlook for 2025, the impact of U.S. immigration and trade policies, and potential fiscal and regulatory changes under t ... Show More

In this episode, join host David Lebowitz, Global Market Strategist, and special guest Jared Gross, Head of Institutional Portfolio Strategy, as they return to the Center for Investment Excellence for their annual Asset Allocation Draft. In this insightful episode, they provide a ... Show More

Commodities were the best-performing asset class in 2022 but have recently taken a hit as recession fears loom. So what's in store for them in 2023? In the latest episode of Exchanges at Goldman Sachs, Jeff Currie, global head of commodities research, explains why commodities are ... Show More

As inflation trends downward, should investors plan for a lower interest rate environment in 2024 — and even the possibility of deflation? 

Changing Fed policy in 2024 is likely to bring down yields from these increasingly popular funds. Here’s what investors can consider instead. ----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Along wit ... Show More

What do hedge funds tell us about 2023 and the year ahead? Freddie Parker, co-head of Prime Insights and Analytics in Global Banking & Markets, discusses hedge fund performance last year and how a higher rate environment might benefit their portfolios in 2024. 

Original Release on November 14th, 2023: Our roundtable discussion on the future of the global economy and markets continues, as our analysts preview what is ahead for government bonds, currencies, housing and more. ----- Transcript -----Vishy Tirupattur: Welcome to Thoughts on t ... Show More

What’s in store for economies and markets in 2023? In the latest episode of Exchanges at Goldman Sachs, Jan Hatzius, head of Goldman Sachs Research and the firm’s chief economist, and Dominic Wilson, Senior Advisor in the Global Markets Research Group, explain why they believe th ... Show More

ATTOM’s Year-End 2023 U.S. Foreclosure Market Report shows that foreclosure activity increased last year from 2022 levels, but is this a cause for concern for investors? The ATTOM report shows that foreclosure filings, which include default notices, auctions, and repossessions, s ... Show More

Since last year, bonds of all stripes have seen so-so returns and high stock market correlation. Is it time to question their value as a portfolio diversifier? 

We explore six impacts of higher interest rates on housing, capital projects, stock buybacks, excess returns for stocks, bonds, and other asset classes, and individual opportunity costs.Topics covered include:Where current interest rates standCentral banker predictions for how lo ... Show More

In 2023, it’s been off to the races as everyone pondered: What will climb higher, faster—mortgage rates or home prices? Typically, the two work inversely and help offset one another, but in an unprecedented circumstance, both mortgage rates hit record highs as housing prices cont ... Show More