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Market Outlooks
Weekly RIA Pulse Report - Week of October 17, 2022
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Market Outlooks
Global Weekly Commentary: No recession cover in sovereign bonds
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Recession fears are roiling markets. Investors traditionally take cover in sovereign bonds, but we see this recession playbook as obsolete. Why? First, central banks are hiking rates to try to tame inflation, causing recessions.
Market Outlooks
Weekly Investment Commentary: 3Q earnings season kicks off, cautiously
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Equity investors should be prepared for an eventual bottoming process, when markets begin to see cooling in wage growth and employment, as this should be an upward inflection point for EPS expectations.
Market Outlooks
Weekly RIA Pulse Report - Week of October 10, 2022
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Market Outlooks
Weekly Investment Commentary: Real estate offers a shelter from inflation
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When the rate market sneezes (as it has this year), other asset classes are at risk of catching a cold; and commercial real estate is no exception.
Market Outlooks
Global Weekly Commentary: Infrastructure: taking the long view
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Rapid rate hikes are hitting markets now and will likely spark a recession, but we eventually see central banks stopping and living with inflation.