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Market Outlooks
Weekly Investment Commentary: Stocks may churn throughout the summer
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Stock prices have roared back strongly through the second quarter, as investors grew increasingly optimistic over prospects for economic reopening and the unprecedented monetary policy support that provided a strong tailwind for equities.
Market Outlooks
Weekly Investment Commentary: Stocks rebound after sharp slide
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U.S. equities rebounded last week, with the S&P 500 Index gaining 1.9%.
Market Outlooks
Weekly Investment Commentary: A sharp risk-off trade returns
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Stocks snapped a three-week winning streak as markets sank sharply last week. Worries about an uptick in coronavirus cases, the Federal Reserve’s downbeat assessment of long-term economic growth and President Trump’s declining poll numbers all contributed to negative sentiment.
Market Outlooks
Weekly Investment Commentary: Stocks rally on better employment and economic news
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The S&P 500 Index rose 4.7% last week, posting its third weekly gain of 3% or more for the first time in 38 years.
Market Outlooks
Weekly Investment Commentary: Stocks break out to the upside on economic and vaccine hopes
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Stocks rose again last week, marking the first time since mid-April that equities enjoyed gains for two consecutive weeks.
Market Outlooks
Weekly Investment Commentary: We may be moving past the worst of the recession
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Stocks reversed course last week, with the S&P 500 Index rising 3.3%. Investors were encouraged by progress with vaccine trials, indications that the Federal Reserve would remain accommodative for the foreseeable future and preliminary signs that economic growth was starting to recover.
Market Outlooks
How We’re Positioning Portfolios to Outperform
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President and Global Chief Investment Officer Daniel Needham explains how asset valuation allows us to calculate expected returns for the long-term.
Market Outlooks
Our Valuation-Driven Asset Allocation Views Looking Beyond COVID-19
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While we haven’t faced a global pandemic of this kind before and the path to normalization is uncertain, we are encouraged by the aggressive policy response from central banks and governments which we think will be effective in averting a financial crisis. Thus, we think the recent sell-off has created significant opportunities for long-term investors like us. Read our commentary to learn our latest thinking.
Goals/Needs-Based Investing
Inflation and the Merits of an Outcome-Based Strategy
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We save today to spend tomorrow, and at heart, our investments are meant to help increase our future purchasing power. To do so, our returns need to outpace inflation, which can be particularly challenging in uncertain times.
Join Andrew Lill, Americas CIO, and Marta Norton, head of Outcome-Based Strategies, who discuss our current views on inflation and how we design some portfolios to target inflation-plus returns.