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Market Outlooks
Investment Perspective: Goldilocks Without the Bears?
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Elevated U.S. equity valuations could indicate too much complacency in the market, given the potential for a stalling global economy.
Market Outlooks
MarketScape: Why Diversification Is at Risk
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Inflation has driven up stock and bond correlations and fewer companies are influencing returns in equity indexes. CIO of Global Equities Michael Hunstad, Ph.D., analyzes how this complicates investors’ diversification efforts.
Market Outlooks
MarketScape: September Rate Hike? Fed Doesn’t Close Doors
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After announcing a widely anticipated rate hike of a quarter point on Wednesday, the Fed keeps the market guessing about a September decision. Head of Global Macro for Global Fixed Income Antulio Bomfim, Ph.D., analyzes how the Fed may make its decision and explains what investors should watch for.
Market Outlooks
US Energy and Financial Sectors Support Stocks, Fed and ECB May Hike Rates This Week
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U.S. equity gains led global regions last week with support from energy and financial companies. Futures trading indicates 0.25% hikes from the Fed and ECB.
Market Outlooks
Market Week in Review: What’s the early read on Q2 earnings season in the U.S.?
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Market Week in Review: CPI data—just how Fed-friendly was it?
This piece is approved to use with clients.
Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.