Provides asset allocation recommendations to optimize your US bond portfolio, given the different macro environments effecting interest rates and bond yields.

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The stimulus measures unveiled during last week's National People’s Congress (NPC) fell short of being a game changer. U... Named in Business Insider's top 10 Chinese investment strategists for ...

The consensus soft-landing narrative is wrong. The US will fall into a recession in late 2024 or early 2025. Growth... Leading indicators suggest that US inflation is about to roll over, which should ...

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In-depth analysis of Europe and its place within the global economy, applying unique macroeconomic approach to predict stocks, bonds, and currencies. Assess domestic dynamics and how the rest of the ...

Inflation Cools But Trade Tensions Keep the Fed on Hold ...

Our tactical framework highlights how financial conditions and economic surprises interact, where growth often sows the seeds of its own demise. Markets price expectations efficiently but lack perfect ...

The deterioration across Office and Multifamily Real Estate is both idiosyncratic and linked to the challenges being fel... PMA Quarterly Outlook: 2024 Capital Market Assumptions This report is PMA’s ...

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Join our Chief Strategists live each day, as they review the latest market events and debate the investment implications. Global research team of over 60 experts, including 10 Chief Strategists, and a ...