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Market Outlooks
Weekly Investment Commentary: We anticipate more market leadership shifts
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Global equities were mixed last week, with U.S. markets faring better than their non-U.S. counterparts. Large-caps outperformed small caps, while growth underperformed value.
Market Outlooks
Weekly Macro Update: Value or Values?
As investors increasingly seek strategies that both deliver returns and advance core values, asset managers have been testing different approaches.
Market Outlooks
Weekly Investment Commentary: Expect volatility as the focus returns to the Fed
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Equity markets fell last week driven by investors’ reaction to the Federal Reserve meeting, which underscored expectations for a strong economic recovery, but did little to quell fears over rising inflation and bond yields.
Market Outlooks
Weekly Macro Update: The U.S. Grabs the Global Recovery Baton…
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Slow vaccination programs continue to delay the reopening of EU economies. The Fed showed that even with better growth and inflation outlooks, it remains committed to its accommodative stance. Elsewhere, China activity data so far this year shows the uneven recovery continues.
Market Outlooks
Weekly Investment Commentary: A rates-driven correction creates opportunities in growth stocks
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Equity markets saw gains as Treasury yields stabilized early last week.
Market Outlooks
Weekly Investment Commentary: Concern over rising rates persists
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Equities struggled with another week of volatility driven by elevated rates. The S&P 500 finished in positive territory (+0.8%) thanks to a couple of daily gains of 2% or more, while the tech-heavy Nasdaq fell 2.1%.
Market Outlooks
RealAccess | Global insights for real estate investors, Issue 2
Trends igniting growth in the industrial sector.