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Market Outlooks
Weekly Investment Commentary: Peak growth and inflation remain center stage
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Global equities were mostly lower last week, with the notable exception being emerging markets, which added 1.7% thanks in large part to a positive surprise from Chinese exports.
Market Outlooks
Weekly Investment Commentary: Volatility rises over “peak earnings growth” concerns
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Performance was bifurcated in global equity markets last week. Major U.S. indexes rebounded on Friday, locking in gains, while non-U.S. markets were broadly lower.
Market Outlooks
Weekly Investment Commentary: Stocks again reach records on easing Fed concerns and infrastructure hopes
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Global equities rebounded following the prior week’s volatility, with stocks showing strong gains as investors resumed their risk-on mode.
Market Outlooks
Inflation considerations: preparing income portfolios for the next risk
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How can investors manage the possible risks while also positioning portfolios to take advantage of the shifting environment?
Market Outlooks
Weekly Investment Commentary: We expect the reflation rally to resume
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Global equities faced increased volatility last week in light of the Federal Reserve’s more-hawkish-than-expected policy meeting.
Market Outlooks
Weekly Investment Commentary: Equities notch new highs despite hot inflation data
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Global equity markets were mostly positive last week.
Market Outlooks
Don’t panic about rising rates
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While rising rates do cause bond prices to decline, higher yields may benefit diversified portfolios over time.