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Market Outlooks
Weekly Wire: What the election means for the market
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Equities have rallied, the economy is recovering, and we are learning to live with COVID-19, all of which is good news.
Market Outlooks
Weekly Investment Commentary: We expect the “rotational correction” in stocks to continue
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Stocks fell for a third straight week for the first time in nearly a year. Mega-cap technology stocks again fell notably, with several high-profile names dropping close to 5%.
Market Outlooks
Global Weekly Commentary: Greater inflation risks ahead
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We see a higher inflation regime in the medium term after a decade of inflation persistently undershooting central bank targets.
Market Outlooks
Weekly Investment Commentary: Stock prices slip, although sentiment remains positive
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For the first time in nearly five months, U.S. equities experienced back-to-back weekly losses, with the S&P 500 Index declining 2.5%.
Market Outlooks
Weekly Wire: Sometimes, it’s all about expectations
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Sometimes in life it’s not so much what you do, it’s what you do relative to what the world expects of you, like Lloyd Christmas in Dumb & Dumber, totally redeeming himself in the eyes of Harry Dunne when he trades their van “straight up, to a kid in town” for a moped that gets 70 MPGs.
Market Outlooks
Global Weekly Commentary: Why we stay moderately pro-risk
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The broad macro backdrop has been improving, risk assets have rallied a long way, and increasing market volatility points to risks that investors will need to navigate as the U.S. presidential election draws closer.
Market Outlooks
Weekly Wire: It’s the final countdown…to the election
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As the 2020 Presidential election draws near, our attention instinctively turns to Europe – the Swedish pop-metal band, not the continent – and their mid-80s chart-topper, The Final Countdown.
Market Outlooks
Weekly Investment Commentary: Questions to consider as summer draws to a close
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As we move from the unofficial end of summer in the U.S., markets and investors appear to be at a crossroads.