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Market Outlooks
Market Week in Review: U.S. headline inflation cools, but prices for services remain high
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Market Week in Review: U.S. PMI numbers contract further
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
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.
Macroeconomic & Geopolitical
3 Points About China
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Clamping down on China has become a bipartisan effort in the United States, but I believe an outright conflict between China and Taiwan is a low-probability (albeit high-impact) event—and I remain constructive on the bottom-up, long-term investment opportunities in China, including the transition to a domestic-consumption-driven and lower-carbon economy.
Macroeconomic & Geopolitical
The Active Share: Are Microchips the New Oil?
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Microchips are the building blocks of the modern economy, but what are the geopolitical implications of this new power player?
Market Outlooks
Market Week in Review: Is the banking situation in the U.S. and Europe stabilizing?
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Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.