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Market Outlooks
Global Weekly Commentary: Looking through near-term volatility
This piece is approved to use with clients.
Investors are contemplating very different potential outcomes beyond the economic restart – leaving markets prone to overreacting to news flow, as we witnessed just last week.
Market Outlooks
Global Weekly Commentary: Death of the office? Far from it.
This piece is approved to use with clients.
The pandemic has led to widespread remote working, raising doubts about the future of offices. We believe the office is far from dead, but expect the impact of flexible working to vary across assets and locations.
Policy and Regulatory Commentary
A Fourth of July State of the Union
How is our economy doing? How are voters feeling? And, perhaps most importantly after a pandemic year, are we ready to celebrate?
Market Outlooks
Global Weekly Commentary: A taxing question for U.S. stocks
This piece is approved to use with clients.
We see equities in developed markets (DMs) outside the U.S. as better positioned to capture the economic restart over the tactical horizon, as the powerful restart broadens out.
Policy and Regulatory Commentary
Is Bipartisanship A Myth?
“I have made it very clear ... we’re going to make this work in a bipartisan way.” That was Sen. Joe Manchin (D-W.Va.) back in February when Congress was trying to pass President Joe Biden’s COVID-19 relief legislation.