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Market Outlooks
MarketScape: What Makes the Growth Stock Rally Fragile
Following two years of trailing value stocks, U.S. growth equities have sprung into the lead this year. Chief Investment Officer for Global Equities Michael Hunstad, Ph.D., analyzes why persistent inflation and the growth rally’s dependency on just a few companies may trip up growth stocks.
On-Demand Webcast: What’s the Market Missing?
After a turbulent March fraught with uncertainty over the banking sector and interest rates, investors now face even greater complexity as they position portfolios.
Market Outlooks
MarketScape: Banking Worries Fade, But Recession and Inflation Still Loom
As the most pressing concerns from the banking sector have faded, its after-effects along with inflation still could contribute to a mild recession. Chief Investment Strategist for North America Chris Shipley explains how we’ve positioned our portfolios to address limited upside.
Market Outlooks
Student of the Market: April 2023
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
Global Weekly Commentary: New regime, new portfolio approach
This piece is approved to use with clients.
Stocks and bonds have both rallied this year. Some see this as reason to return to traditional portfolio approaches like 60% stocks and 40% bonds.
Market Outlooks
MarketScape: Why High Yield Looks Good, and It’s Not Fundamentals
While fundamentals support the high yield bond market now, they could deteriorate during a recession. Chief Investment Officer for Global Fixed Income Thomas Swaney analyzes what still makes high yield bonds attractive, beyond the fundamentals.