BCM 1Q22 Market Commentary: Investors Question the Role of Fixed Income but It Hasn’t Changed

As we reflect on another quarter, it’s astounding how rapidly the prevailing narrative changes. Last quarter we were cautiously optimistic that Omicron would push the world towards a “living with Covid” reality…

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The Draw of Higher Interest Rates, China’s Lockdowns and Effects on Supply Chain, Pandemic Era Fiscal Policy’s Impact on GDP

The Draw of Higher Interest Rates, China’s Lockdowns and Effects on Supply Chain, Pandemic Era Fiscal Policy’s Impact on GDP

Investor sentiment is reaching dire levels. The U.S. 10-year Treasury Inflation-Protected Securities (TIPS) yield is in positive territory for the first time since 2019, as higher interest rates bolster the...