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Economic and Market Commentary Finder

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Cyclical outlook
Economic and Market Commentary
Economic Outlook
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Global Markets
Monthly Market Update
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View from the Investment Committee

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Andrew Balls

CIO Global Fixed Income

Joachim Fels

Daniel J. Ivascyn

Group Chief Investment Officer

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Secular Outlook

Reaching for Resilience

Volatility, inflation, and geopolitical strain have countries and businesses focusing on defense. We argue for building resilience in portfolios in this fragmenting world, and delve into risks and opportunities we foresee over the next five years.

Secular Outlook

Age of Transformation

Investors should prepare to navigate unfamiliar terrain as the macroeconomic landscape undergoes dramatic transformations over the secular horizon.

Secular Outlook

Escalating Disruption

The pandemic has amplified long-term disruptors, making credit selection and alpha generation increasingly important.

Secular Outlook

Dealing With Disruption

Major secular drivers could disrupt the global economy and financial markets over the next three to five years. We share our views on risks and opportunities ahead.

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Secular Outlook

Rude Awakenings

We expect a more difficult market environment will surprise many investors as the post-crisis era ends. It’s time to position for the opportunities ahead.

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Economic and Market Commentary Finder

Reaching for Resilience

Reaching for Resilience

Age of Transformation

Age of Transformation

Escalating Disruption

Escalating Disruption

Dealing With Disruption

Dealing With Disruption

Rude Awakenings

Rude Awakenings

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