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Market Outlooks
Weekly Investment Commentary: A climate change for markets
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As the largest climate-related legislation in U.S. history, the IRA should be integral to global decarbonization.
Market Outlooks
PMC Weekly Market Brief - February 13, 2023
PMC Weekly Market Brief - February 13, 2023
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
Weekly Investment Commentary: Add structure to your portfolio
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In the near term, for clients and their portfolios, the best offense is a good defense and defensive positioning across equities, including in U.S. public infrastructure.
Market Outlooks
PMC Weekly Market Brief - February 6, 2023
PMC Weekly Market Brief - February 6, 2023
Market Outlooks
Weekly Investment Commentary: Emerging investment opportunities
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So far in 2023, returns for both emerging markets debt and equity have outperformed their peers in the U.S. thanks to a collection of tailwinds, including an accelerated reopening of China; improved risk sentiment toward credit and a weaker U.S. dollar.
Market Outlooks
MarketScape: Why January's Rise May Mask a Riskier Reality
January has all the hallmarks of a classic “junk rally”. Chief Investment Officer of Global Equities Mike Hunstad, Ph.D., reminds investors that some rallies during times of economic stress may not be what they seem.