Insights

Stormy Sea

Is This What “Unprecedented and Extraordinary” Actually Feels Like?

May 16, 2022

As investors grapple with a new era of macroeconomic uncertainty, liquidity is king in the near term.

Structure

Monetary Tightening to Remain on Track to Combat Inflation

April 21, 2022

Knowing the stakes, the Fed is likely to keep surprises to a minimum.

Dark blue ocean waves

Ukraine Conflict Shifts ESG Focus from Green Ambitions to Energy Security

March 17, 2022

In the wake of Russia’s invasion, social factors such as energy supply security, consumer protection and responsible sourcing demonstrate the importance of an inclusionary ESG approach.

The Road to March

February 23, 2022

The market’s expectations for curve flattening may be excessive, as the timing of rate hikes and the aggressiveness of the Federal Reserve are still open to debate.

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