The Road Ahead, with Erik Weisman
Are Sovereign Bonds Still the Core of Fixed Income?
Why are yields so stubbornly low – and will that change?
Tightening and Tapering
How central bank influence has changed, and what to expect.
Post-Covid Growth
What will be the lasting effects of the pandemic on labor productivity and global growth?
Inflation: Just a Quick Visit or Overstaying Its Welcome?
Ep 1: Inflation
Ep 1: Inflation
Ep 4: Yields
Ep 4: Yields
Ep 2: Growth
Ep 3: Tapering
Ep 3: Tapering
Ep 5: Assumptions
Ep 5: Assumptions
A five-part audio series
Challenging Assumptions
Views based on what has happened in the past aren’t necessarily reliable.
Chief Economist, Fixed Income Portfolio Manager at MFS Investment Management
Episode 1
Episode 2
What might drive inflation that’s more than just moderate?
Episode 3
Episode 4
Episode 5
Ep 2: Growth