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Market Outlooks
Weekly Investment Commentary: In search of a motto for inflation nation
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Possibility, not inevitability. We continually debate different potential nearterm scenarios and their likelihood of occurring, and how various investments might perform.
Market Outlooks
Weekly RIA Pulse Report - Week of April 4, 2022
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
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 RIA Pulse Report - March 28, 2022
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
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.