Managers of US large caps 2018

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U.S MBS Agency Performance July 2022: Rebound led by lower coupons
2022-08-02T09:31:00ZBy FTSE Russell
The U.S. MBS agency market had another bounce back outing in July, alternating good and bad months since the start of 2022. This time however, the sector employed a slightly different formula owing to the preponderance of lower and discounted coupons that still dominate MBS market share.
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July 26-27 FOMC Review: Maintaining a Hawkish Course
2022-07-29T09:54:00ZBy Amundi Asset Management
The Federal Reserve hiked the fed funds rate by 75bp to 2.25-2.50%, the second consecutive 75bp rate hike. The Fed rate decision was widely expected. With today’s rate hike, the fed funds rate is within the 2 to 3% range of estimates of the long-term “neutral” rate. However, as Chair Powell reminded us during his press conference, policy needs to go beyond neutral into restrictive territory this year in order to reduce inflation.
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Rising rents matter more to REITs than rising rates
2022-07-29T09:30:00ZBy Cohen & Steers North America (Real Estate)
Despite the prospect of near-term volatility, REITs are well positioned to help mitigate higher interest rates, sticky inflation and challenging economic conditions, in our opinion.