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Market Outlooks
Weekly Investment Commentary: The case for allocating to higher-yielding assets
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Heading into 2024, bond yields stood at their highest levels in more than a decade, prompting some market pundits and prognosticators to declare this “the year of fixed income!” It’s too early to confirm that pronouncement, but there’s evidence to support a strong showing across global bond markets.
Market Outlooks
Market Week in Review: U.S. PCE price index climbs 0.4%, matching consensus estimates
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Market Outlooks
Weekly Investment Commentary: Small stands tall in the face of inflation
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Bigger isn’t always better. U.S. small cap equities underperformed their large cap counterparts by nearly 10 percentage points in 2023, causing the forward price-to-earnings (P/E) ratio of the small cap Russell 2000 Index versus the large cap Russell 100 Index to hover near its lowest level since December 2001 (Figure 2).
Market Outlooks
Weekly Investment Commentary: With inflation warm, consider infrastructure investments
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Last week’s market pullback served as a reminder of just how fragile the current bull market has been since it has been built largely on overly dovish expectations for monetary policy and interest rates.
Market Outlooks
Market Week in Review: Hot U.S. inflation report jolts markets
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Market Outlooks
Weekly Investment Commentary: Magnificent munis
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U.S. Treasury yields have risen across the curve in 2024, with the 10-year yield now more than 4%. Anticipating a slowdown in economic growth, we forecast the 10-year yield to end 2024 at around 3.50%.
Market Outlooks
Market Week in Review: The S&P 500 and the winning Super Bowl team: A tale of 49ers?
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Market Outlooks
Weekly Investment Commentary: Real estate beckons as rate hopes waver
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Aggressive central bank rate-hiking policies have taken a toll on private real estate markets since late 2022.
Market Outlooks
Market Week in Review: Fed pushes back on notion of March rate cut
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Access our weekly market recap 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 Investment Commentary: Bullish on bonds
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We believe the recent increase in bond yields has created ample opportunity for investors to benefit from what should be several rate cuts this year (beginning later than markets expect).
Market Outlooks
Market Week in Review: European Central Bank, Bank of Canada leave rates unchanged
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Market Outlooks
Weekly Investment Commentary: A valuable earnings season kicks off
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Following last quarter’s strong equity market rally, most sectors are now trading at a valuation premium relative to history.