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Market Outlooks
Global Weekly Commentary: Greater inflation risks ahead
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We see a higher inflation regime in the medium term after a decade of inflation persistently undershooting central bank targets.
Market Outlooks
Global Weekly Commentary: Why we stay moderately pro-risk
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The broad macro backdrop has been improving, risk assets have rallied a long way, and increasing market volatility points to risks that investors will need to navigate as the U.S. presidential election draws closer.
Market Outlooks
Global Weekly Commentary: Changing credit views amid volatility
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Markets have rallied sharply from their virus lows, driven by the policy revolution and economic restart.
Market Outlooks
Global Weekly Commentary: Strategic views for a post-Covid world
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The pandemic has sped up key structural trends and triggered substantial market swings, precipitating an urgent need to rethink strategic asset allocations.
Market Outlooks
Global Weekly Commentary: Implications of a weaker dollar
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A prolonged period of U.S. dollar gains has reversed abruptly.
Market Outlooks
Global Weekly Commentary: Focusing on factors
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Corporate earnings estimates look to be troughing as economies reopen with fits and starts.
Market Outlooks
Global Weekly Commentary: Real resilience in sustainability
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We have pointed to a tectonic shift toward sustainability, and how the global pandemic has accelerated this process.