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Market Outlooks
Global Weekly Commentary: Energy shock, Fed spur new outlook
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Much has changed since our 2022 outlook. The tragic war in Ukraine has resulted in a global energy shock.
Market Outlooks
Weekly Investment Commentary: Emerging markets: unfairly punished?
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Some EM equities might be cheap for a reason. With the MSCI EM Index trading nearly 20% below its 52-week high, it might appear on the surface to be a screaming value opportunity for investors with a tolerance for volatility.
Market Outlooks
Weekly Investment Commentary: “Stagflation” may not mean what you think
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U.S. economic data supports still healthy (albeit modestly slower) growth.
Market Outlooks
Global Weekly Commentary: Tough Fed talk on inflation, little bite
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The Fed last week signaled a large and rapid increase in its policy rate over the next two years and struck a surprisingly hawkish tone, indicating it’s ready to go beyond normalizing to try to tame inflation.
Market Outlooks
Weekly Investment Commentary: Investing amid higher-for-longer oil prices
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U.S. energy companies should continue to exhibit momentum.
Market Outlooks
Global Weekly Commentary: Ukraine war to cut growth, up inflation
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The war in Ukraine has already caused a terrible human toll.