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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
What's the Market Missing? Special Edition - The Next Ten Years: What Investors Can Expect
From bonds to equities, real assets to alternatives, our forecasts and return expectations will help guide your asset allocation decisions.
Market Outlooks
Investment Perspective: Taking the Under
As U.S. earnings estimates keep edging up, high expectations could clash with a stalling global economy. How are we positioned?
Market Outlooks
What the S&P 500 Index Rebalance Means for Investors and Index Managers
We analyze the additions, deletions and weighting changes of S&P 500 companies in one of the largest rebalances in years
Market Outlooks
Central Banks in US, England and Japan Hold Rates, US Government Shutdown Looms
Stocks stumble as the Fed leaned toward higher rates for longer in last week’s meeting. The market impact from government shutdowns historically has been limited.
Market Outlooks
Weekly Investment Commentary: Expanding the horizons of your equity portfolio
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Within non-U.S. developed equities, Japan and the U.K. are two markets where compelling valuations and, in our view, easy-to-beat growth expectations are setting up a strong backdrop.
Market Outlooks
Weekly Investment Commentary: A durable case for duration
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One way to do this is by adding to investment grade corporate bonds, which have relatively longer durations than the broader fixed income market. They are also currently yielding close to 6%, and defaults are expected to remain low.
Market Outlooks
Weekly Investment Commentary: Post-Jackson, it’s time to start filling duration holes
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With the anticipated end of the U.S. rate hiking cycle as a backdrop, we analyzed the returns of the broad bond market versus short-term Treasuries during historical periods when the Fed paused (Figure 2).
Market Outlooks
Weekly Investment Commentary: Where to invest if consumer strength fades
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A potential softening in consumer strength over the next few quarters could determine whether or not the U.S. economy falls into recession.
Market Outlooks
China Drags Down Global Equities, to Report More Economic Indicators this Week
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China reported last week deflation and significant drops in trade. This week, China is scheduled to release retail sales and industrial production as the government may consider more economic aid.