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Jun
27 2024 |
Mid-Year Outlook: Sailing through Uncharted Waters
Bonds |
Central Banks |
Credit Markets |
Currencies |
Equities |
Macro Trends |
Outlook
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Inflation may be sailing toward trend, but uncertainties remain on the horizon. Our experts discuss the factors that may impact the economy and financial markets in the second half of the year.
Macroeconomic Outlook
Sailing through Uncharted Waters
Paul Mielczarski
Developed Markets Fixed Income Outlook
Year of the Coupon Continues
Jack P. McIntyre, CFA
Global Currencies Outlook
Lower Dollar Likely but Election a Risk
Anujeet Sareen, CFA
Emerging Markets Outlook
Forward Real Yields Point to Select Opportunities
Carol Lye | Michael Arno, CFA
Investment Grade Credit Outlook
Strong Fundamentals and Attractive Yields
Brian L. Kloss, JD, CPA
High Yield Credit Outlook
Positive Factors Outweigh Tight Spreads
Bill Zox, CFA | John McClain, CFA
Structured Credit Outlook
Three Musketeers of Carry, Convexity, and Volatility
Tracy Chen, CFA, CAIA
Global Equities Outlook
Opportunities and Catalysts across the Global Investment Landscape
James J. Clarke | Sorin Roibu, CFA
U.S. Equities Outlook
Value Will Have Its Day
Patrick S. Kaser, CFA | Celia R. Hoopes, CFA
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