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Market Outlooks
MarketScape: Why Diverging Earnings Trends for Growth and Value Matter
This piece is approved to use with clients.
The slide in global stocks may be creating some mispricing and, therefore, opportunities for investors.
Market Outlooks
MarketScape: Investors Still Guessing on Interest Rate Peak
This piece is approved to use with clients.
More inflation surprises and the U.K. market crisis show how changes to the interest rate outlook can quickly move markets.
Market Outlooks
Weekly Investment Commentary: The tide has yet to turn for non-U.S. equities
This piece is approved to use with clients.
For now, we advocate underweighting non-U.S. equities as part of a strategic asset allocation, due to the lack of positive catalysts in key markets.