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Market Outlooks
Anatomy of a Recession Update: What is a recession, exactly?
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Hear from Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about the state of the US economy. Get his perspective on the Federal Reserve’s next potential moves.
Market Outlooks
AOR Update: Lower yields, so what?
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ClearBridge Investments believe the 10-year U.S. Treasury yield is likely to stabilize and decline in the coming year, supporting equity market valuations and influencing leadership.
Market Outlooks
Market Week in Review: What are the potential threats to U.S. Q4 economic growth?
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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
Global Investment Committee Q4 2023 Outlooking: Investing in a late-cycle world
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Nuveen’s Global Investment Committee offers our outlook for 4Q 2023, with a focus on asset allocation views, our best ideas across asset class and portfolio construction themes.
Market Outlooks
Global Weekly Commentary: Finding new opportunities as Q4 starts
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Markets are adjusting to the new regime of greater volatility and higher interest rates.
Market Outlooks
Global Markets Weekly Update: September 29, 2023
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Review the performance of global stock and bond markets over the past week, along with relevant insights from T. Rowe Price economists and investment professionals.
Market Outlooks
Global Equity Decline Wraps Up Difficult September, US Labor Report May Show Some Loosening
U.S. stocks led the September global slide with a 4.8% loss. The U.S. jobs report scheduled for Friday may show less hiring by companies.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise as the Fed holds steady
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U.S. Treasury yields rose again on strong inflation data. The U.S. Federal Reserve kept interest rates unchanged as expected, but the guidance for future policy was more hawkish than anticipated.
Market Outlooks
Weekly Investment Commentary: A home for real estate in multi-asset portfolios
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In our view, an allocation to real estate remains essential in a multi-asset portfolio.
Market Outlooks
Global Weekly Commentary: Yields surge as new regime plays out
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Yields on benchmark 10-year U.S. Treasuries last week briefly rose to 16-year highs above 4.50% as major central banks paused rate hikes but left the door open for more.
Market Outlooks
Global Markets Weekly Update: September 22, 2023
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Review the performance of global stock and bond markets over the past week, along with relevant insights from T. Rowe Price economists and investment professionals.