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Market Outlooks
2022 Outlook: 2 x 2 Investing Grid from Our Investment Experts
This insight has been created to highlight the most important issues facing investors, share insights from our current research, and help you make better investment decisions as we enter 2022. It has been compiled by our investment leaders and draws on the work of our global team.
Market Outlooks
Weekly Macro Update: Globalization is Still Strong, but Changing
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Global integration has clearly not stopped, but it is changing. Even with the pandemic’s disruption of global supply chains and rising U.S.-China tensions, investors should continue to count on a world that seems to be further integrating, rather than falling apart.
Market Outlooks
Weekly Macro Update: No Stopping China’s Restocking
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FIFO gives China the global distribution edge across export sectors, even those that fell.
Policy and Regulatory Commentary
With More Stimulus on the Horizon, Fed Expects a Strong Recovery in 2021
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The Federal Reserve in March raised its forecasts for GDP growth, inflation and employment, based on the $1.9 trillion in new stimulus signed into law and an accelerated vaccine rollout.
Market Outlooks
Weekly Macro Update: Coiled Spring
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Exceptional garden pinks and yellows mark the arrival of seasonal spring, but the world’s economic data outline a “coiled spring".
Business Development
Making the Transition from Managing Assets to Managing Wealth: An Advisor's Checklist
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A brief checklist of considerations for adding managed portfolios to your practice.
Market Outlooks
South Korean Stocks: Has the Luster Faded After a Strong Finish to 2020?
Gareth Lyons and Nabil Salem discuss the somewhat unusual South Korean stock market--unusual in that, this tech-dominated market remained attractively priced until recently. Lyons and Salem review the recent valuation history of this market, analyze drivers of outperformance in 2020, and summarize their current views on South Korea as an asset allocation opportunity.
Market Outlooks
Weekly Macro Update: Value or Values?
As investors increasingly seek strategies that both deliver returns and advance core values, asset managers have been testing different approaches.
Market Outlooks
Weekly Macro Update: The U.S. Grabs the Global Recovery Baton…
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Slow vaccination programs continue to delay the reopening of EU economies. The Fed showed that even with better growth and inflation outlooks, it remains committed to its accommodative stance. Elsewhere, China activity data so far this year shows the uneven recovery continues.
Market Outlooks
Finding Balance After a Significant Q4 Rebound
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Philip Straehl, Gloabl Head of Research for Morningstar Investment Management LLC, gives our take on where asset class valuations stand, after the market volatility of 2020. He also covers the global aggregate reward-for-risk picture, and our outlook on major asset classes.