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Market Outlooks
Weekly Investment Commentary: Revisiting REITs
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It might be time to consider taking some real estate allocations public. Both public and private real estate investments have provided healthy returns during past rate hike cycles.
Market Outlooks
Market Week in Review: Key takeaways from China’s National Party Congress
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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.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise as inflation surprises continue
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U.S. Treasury yields rose further last week. Inflation surprised to the upside again, driving interest rates higher and pressuring fixed income returns. Spread assets weakened amid elevated volatility.
Market Outlooks
Weekly Investment Commentary: 3Q earnings season kicks off, cautiously
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Equity investors should be prepared for an eventual bottoming process, when markets begin to see cooling in wage growth and employment, as this should be an upward inflection point for EPS expectations.
Fixed Income Insights
Weekly Fixed Income Commentary: Strong U.S. jobs report boosts Treasury yields
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U.S. Treasury yields ended the week modestly higher and risk assets rebounded last week, as volatility persisted.
Market Outlooks
Weekly Investment Commentary: Real estate offers a shelter from inflation
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When the rate market sneezes (as it has this year), other asset classes are at risk of catching a cold; and commercial real estate is no exception.
Fixed Income Insights
Weekly Fixed Income Commentary: Market volatility continues as Treasury yields rise further
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U.S. Treasury yields continued to rise and market volatility picked up materially, in part due to challenges in the UK government bond market. These events led to weakness across risk assets.