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Market Outlooks
Weekly Investment Commentary: 3Q earnings season kicks off, cautiously
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Equity investors should be prepared for an eventual bottoming process, when markets begin to see cooling in wage growth and employment, as this should be an upward inflection point for EPS expectations.
Market Outlooks
PMC Weekly Market Brief - October 17, 2022
PMC Weekly Market Brief - October 17, 2022
Market Outlooks
Weekly Investment Commentary: Real estate offers a shelter from inflation
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When the rate market sneezes (as it has this year), other asset classes are at risk of catching a cold; and commercial real estate is no exception.
Market Outlooks
PMC Weekly Market Brief - October 10, 2022
PMC Weekly Market Brief - October 10, 2022
Market Outlooks
Weekly Investment Commentary: Is fixed income a phoenix set to rise?
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It’s been a crash-and-burn year for fixed income.