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Market Outlooks
Tectonic Shifts in the Investing Landscape
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Much like the heat from radioactive processes inside the Earth causes tectonic plates to move—sometimes in one direction and sometimes in another—the dynamic shifting of corporate winners and losers remains a constant.
Market Outlooks
Market Week in Review: Is U.S. wage growth starting to slow?
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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: Looking for a ‘glass half full’ after a tough month for markets
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Well, there’s no other way to describe April than that it truly was a mensis horribilis.
Market Outlooks
Market Week in Review: More than meets the eye? Unpacking the first-quarter decline in U.S. GDP
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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
10 Reasons We Still Like Industrials
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As the Ukraine conflict continues and COVID ramps up in parts of the world, it seems like all eyes are focused on supply-chain dynamics and labor shortages, which could, in theory, bode poorly for industrials—but a recent research trip abroad only solidified our view that these stocks are well positioned for growth (and deserve their overweight in our broader global equity portfolios). Here are 10 observations about industrials.
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?
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.