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Market Outlooks
Global Weekly Commentary: Applying our playbook to EM
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We tapped into what’s proved a stealth rally in EM stocks and bonds, along with the DM stock gains this year.
Policy and Regulatory Commentary
It’s ESG Month in the House Financial Services Committee
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For years, Republicans and Democrats, lobbyists, trade associations, and key industry players in the transportation and manufacturing sectors would gather in Washington, D.C. to celebrate “Infrastructure Week.”
Market Outlooks
Student of the Market: July 2023
Stay on top of the changing market environments by learning from their historical parallels.
Fixed Income Insights
Weekly Fixed Income Commentary: Economic data leave Treasury yields mixed
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U.S. Treasury yields rose last week amid positive economic data.
Market Outlooks
Weekly Investment Commentary: Can earnings continue to bend without markets breaking?
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Earnings growth looks poised to decline for the third quarter in a row and may mark its biggest drop since the second quarter of 2020.
Market Outlooks
Global Weekly Commentary: Earnings outlook: Show us the growth
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Bond yields have jumped, and we think markets are at a key juncture as central banks are poised to hold tight on policy.