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Market Outlooks
Global Weekly Commentary: EM climate matters to global returns
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Climate change and the transition to a low-carbon future will be a key driver of long-term asset returns.
Market Outlooks
RealAccess | Global insights for real estate investors, issue 4
In this issue of RealAccess, our stories emphasize that while our changing environment presents risks for investors, it also creates new opportunities.
Market Outlooks
Weekly Investment Commentary: October’s equity gains erase September’s losses
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U.S. equities rose for the third consecutive week, while their non-U.S. counterparts were down slightly.
Market Outlooks
Global Weekly Commentary: Corporate earnings beyond the restart
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Strong earnings growth is due to the strong economic restart – and the realization of such strength was priced in by higher multiples last year as stocks surged back from the Covid-19 shock.
Market Outlooks
Weekly Investment Commentary: Earnings drive equities to record levels
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Last week global equity markets continued a three-week winning streak on the strength of earnings.
Market Outlooks
Global Weekly Commentary: A lopsided energy transition
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Surging natural gas and coal prices amid a powerful economic restart have exposed a lopsided transition toward low-carbon power.