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Market Outlooks
Weekly Market Update: Global Equities Rise on Central Bank Meetings, Australia May Hike Rate This Week
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The ECB, Fed and Bank of England all increased their rates last week. The Reserve Bank of Australia is expected to raise rate by 0.25%.
Market Outlooks
Global Convictions: January 2023 Asset Class Research
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Heading into 2023, bearish sentiment among investors is coming off a very low base, with some of the worst recorded data since tracking started 35 years ago. With a contrarian lens, this could be a positive. However, while the overall valuation landscape has undoubtedly improved, there are many assets which remain around fair value. In such an environment, we continue to balance opportunities against risks.
Market Outlooks
Weekly Market Update: US Stocks Lead Global Equity Decline, US Debt Ceiling Talks May Spur Volatility
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Stocks in Europe and China this year are providing support. After the U.S. government hit its debt ceiling last week, investors may face volatility with potentially tense political negotiations.
Market Outlooks
Yields Fall on Signs of Lower Inflation, US Report Expected to Show Slowing Inflation
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Government bond yields in the U.S. and Germany fell last week while stocks rose. U.S. Consumer Price Index year-over-year inflation for December is expected to fall from November.
Market Outlooks
2023 Outlook: Inflation, Recession, Valuations, and Retirement
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What are the positive client messages we can share leading into 2023? With inflation and a recession on everyone’s minds, what actions make sense to support clients? Morningstar Investment Management’s Americas CIO Marta Norton and Head of Research Philip Straehl share their perspective on the outlook, address the implications on client portfolios, and look at potential actions to be taken.
Market Outlooks
Global Equities Gain, European Central Bank May Increase Rate
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U.S. equity gains led global stocks, as the two-year Treasury yield fell. The European Central Bank is anticipated to boost its rate by 0.75%.