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Market Outlooks
Weekly Investment Commentary: An equity allocation that literally pays dividends
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Market breadth has been improving. Following the dominance of mega-cap growth stocks this year, the U.S. equity market rally has broadened, with more sector, style and capitalization segments participating.
Market Outlooks
Global Weekly Commentary: Tighter policy all around
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The Bank of Japan surprised markets last week after it tweaked its yield curve control policy again, joining a tightening wave across developed markets (DM).
Market Outlooks
Global Markets Weekly Update: July 28, 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
Investment Perspective: Goldilocks Without the Bears?
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Elevated U.S. equity valuations could indicate too much complacency in the market, given the potential for a stalling global economy.
Market Outlooks
US Energy and Financial Sectors Support Stocks, Fed and ECB May Hike Rates This Week
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U.S. equity gains led global regions last week with support from energy and financial companies. Futures trading indicates 0.25% hikes from the Fed and ECB.
Market Outlooks
The Long View: Who's Right?
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The second half could see a tug of war between market expectations for a soft landing and more cautious economic forecasts.
Market Outlooks
2023 midyear GIC outlook: Testing the waters
Nuveen’s Global Investment Committee offers our outlook for midyear 2023, with a focus on asset allocation views, our best ideas across asset class and portfolio construction themes.