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Market Outlooks
Weekly Investment Commentary: Real estate is yielding opportunities
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Commercial real estate has faced more than its fair share of headwinds since the beginning of the Fed’s current cycle.
Market Outlooks
PMC Weekly Market Brief - October 30, 2023
PMC Weekly Market Brief - October 30, 2023
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, anticipating a Fed pause
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The U.S. Treasury yield curve steepened as the U.S. Federal Reserve indicates a pause at the November meeting.
Market Outlooks
Weekly Investment Commentary: Stocking up on defensive positioning
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Global equity markets have produced healthy returns across most regions year-to-date, with particularly strong results in the first half of 2023.
Market Outlooks
PMC Weekly Market Brief - October 23, 2023
PMC Weekly Market Brief - October 23, 2023
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline on Middle East conflict
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U.S. Treasury yields declined and the yield curve flattened. Rate volatility persisted due to escalating tensions in the Middle East and higher-than-expected inflation data.
Market Outlooks
Weekly Investment Commentary: Passing the torch to a new generation of income
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For investors, the uncertain interest rate and economic outlook heading into 2024 underscores the importance of maintaining a stable source of income with potential downside protection.
Market Outlooks
PMC Weekly Market Brief - October 16, 2023
PMC Weekly Market Brief - October 16, 2023
Fixed Income Insights
Weekly Fixed Income Commentary: Strong employment data boost Treasury yields
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U.S. Treasury yields continued increasing and the yield curve steepened after the stronger-than-expected U.S. jobs report on Friday. While expectations for an eventual decline in rates remain, we may see elevated rates for longer.
Market Outlooks
Weekly Investment Commentary: U.S. equity allocations amid earnings and economic uncertainty
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Thanks in large part to this year’s U.S. equity market rally, the S&P 500 Index’s price/earnings (P/E) multiple has expanded by 6.8% in 2023 through September (based on 12-month forward earnings). The S&P 500 returned 13.1% during this period, with earnings growth expectations up 4.1% (Figure 2).
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields march generally higher
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10-year U.S. Treasury yields rose again, though shorter yields declined. U.S. core PCE inflation came in close to expectations, but still showed an impressive deceleration.