Texas Power Outage

Feb 26, 2021

In this commentary, Reese Trucks, Vice President, Credit Research, discusses the recent power outage in Texas and what this means for future policy decisions.

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Reese K. Trucks
Reese K. Trucks
Vice President, Credit Research

Opportunities in UK Real Estate

Jan 29, 2021

In this short video we outline the opportunities for UK real estate as a result of the radical change that’s happening from Brexit, Covid, climate change and the effects of new technologies transforming our physical environment. We will also explain why investors are buying real estate and where they should be looking in 2021.

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Market Update from the Global Asset Allocation team – January 2021

Jan 15, 2021

A tumultuous 2020 came to a close on a positive note amid optimism that the distribution of safe and effective vaccines will revitalize the economy in 2021.

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Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation

Fixed Income – 2020 Year in Review

US Fixed Income
Dec 29, 2020

The commentary highlights important themes in the fixed income markets in an unprecedented year and provides our outlook for the months ahead.

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Bryan Laing
Vice President, Credit Research and Portfolio Manager
Miriam Legrand
Vice President, Corporate Credit Research
Brian P. Meaney
Vice President, Taxable Fixed Income Strategist
Kenneth M. Potts
Senior Vice President, Portfolio Manager
Judy Wesalo Temel
Senior Vice President, Director of Credit Research

Global Asset Allocation 2021 Outlook

Dec 18, 2020

The global economy continues to heal and has stabilized at reasonably healthy levels, with the sheer abundance of monetary and fiscal stimulus acting as a critical source of support even as the coronavirus continues to circulate across the globe.

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Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation

Strategy Commentaries

Strategy Commentary

Please note that strategy commentaries can now be found on their respective strategy pages under Documents.

Equity strategies
Fixed Income strategies