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Market Outlooks
Weekly Investment Commentary: Are we there yet?
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Given the macro backdrop, we advocate for a defensive tilt that is balanced with selective beta exposure in order to protect against the downside risk of a recession, while minimizing underperformance should the global economy surprise to the upside.
Market Outlooks
Global Weekly Commentary: Pockets of value in stocks as rates rise
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Growth stocks have led the U.S. equity rally so far this year, halting outperformance in 2022 by value equities.
Market Outlooks
Seventh annual responsible investing survey: Responsible investing's role in risk mitigation
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In our seventh annual responsible investing survey, investors told us that they have become increasingly focused on risk mitigation, and are seeing the benefits of their responsible investments.
Market Outlooks
Weekly Investment Commentary: Muni bonds poised to deliver
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Investment grade municipal bonds should provide attractive opportunities in select longer duration, undervalued high-quality bonds with the potential for income and total return.
Market Outlooks
Global Weekly Commentary: Seeking income and staying nimble
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We entered 2023 arguing the new macro regime required more nimble portfolios.
Market Outlooks
Weekly Investment Commentary: A climate change for markets
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As the largest climate-related legislation in U.S. history, the IRA should be integral to global decarbonization.