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Market Outlooks
Weekly Investment Commentary: A private discussion
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Within multi-asset portfolios, we believe blending private credit with private equity may offer an attractive yield with upside potential from capital appreciation.
Market Outlooks
Global Weekly Commentary: Europe: Sticky inflation favors income
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European stocks have outperformed this year as China’s economy restarts and the energy shock proved less severe than expected.
Market Outlooks
Market Week in Review: Key watchpoints for investors as China’s annual parliament meeting kicks off
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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.
Market Outlooks
Weekly Investment Commentary: Are we there yet?
This piece is approved to use with clients.
Given the macro backdrop, we advocate for a defensive tilt that is balanced with selective beta exposure in order to protect against the downside risk of a recession, while minimizing underperformance should the global economy surprise to the upside.