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Market Outlooks
Weekly Market Compass: Global growth, the French election, and the Fed
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Last week was another busy, momentous one. Below, we discuss three key topics: global growth, the French election, and the Federal Reserve’s hawkish comments.
Market Outlooks
Market Week in Review: Is China’s 2022 growth target still attainable?
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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.
Market Outlooks
Weekly Market Compass: Inflation, monetary policy, earnings and more
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I entered this industry back in 1995, and I’ve seen a lot over the last 27 or so years — but the last few years have seemed particularly wild. I’m reminded of a line from one of my favorite Grateful Dead songs, “What a long strange trip it’s been.
Portfolio Construction Insights
Core Portfolio Construction
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What four principles do investors need to consider when it comes to core construction? Matthew Bartolini shares.
Market Outlooks
Market Week in Review: Is U.S. inflation peaking?
This piece is approved to use with clients.
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.
Market Outlooks
Market Week in Review: FOMC meeting minutes: What do they tell us about recession risk?
This piece is approved to use with clients.
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.
Market Outlooks
Weekly Market Compass: Some ‘silver linings’ I see in markets today
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Last week, I was lucky enough to present to several different clients and to also address a group of business school students. Questions and conversations with them this week have helped to shape what’s been on my mind, especially regarding the “silver linings” I’m seeing in some concerning issues. Below, I discuss a few of them.
Market Outlooks
Weekly Market Compass: Key metrics to watch in April
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The world is opening up in many places, and I have had the good fortune of more travel and interaction with clients.