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Market Outlooks
Student of the Market: June 2022
Stay on top of changing market environments by learning from their historical parallels.
Market Outlooks
Weekly Investment Commentary: Municipal bonds: Time to test the waters again
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In an uncertain macroeconomic environment, diversification and thoughtful risk allocation take on heightened importance.
Market Outlooks
Global Weekly Commentary: Markets primed to be hawkish on rates
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The ECB is set to confirm this week that rate increases are imminent, and markets expect it to hike well into 2023.
Market Outlooks
Global Weekly Commentary: Sticking with our strategic views
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On a strategic horizon of five years and longer, our asset views are still positioned for an inflationary environment.
Market Outlooks
Weekly Investment Commentary: How much pain are asset classes pricing in?
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Our best case (Goldilocks) scenario entails inflation moderating, GDP growth proving resilient and the Fed pausing on raising rates when the coffee is neither too hot nor too cold.
Market Outlooks
Global Weekly Commentary: Turning neutral on DM equities
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The Federal Reserve signaled its focus is on taming inflation without flagging the big economic costs this will entail.