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Market Outlooks
Weekly Investment Commentary: Equities shrug off disappointing jobs report
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Global equity markets were broadly positive last week.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields hold steady as news is quiet
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U.S. Treasury yields ended nearly flat last week and spread sectors broadly outperformed amid minimal economic news or fundamental changes.
Market Outlooks
Weekly Investment Commentary: Bull sentiment weakens, but bears remain M.I.A.
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Results were mixed for global equities as broad-based U.S. indexes fell modestly, while the MSCI’s EAFE, Emerging Markets and ACWI ex-USA all gained over 1%.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise as inflation data surprises
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U.S. Treasury yields rose sharply last week after inflation data showed a sharper uptick in prices than expected.
Market Outlooks
Market GPS: Equity Perspectives
Featuring the latest quarterly insights from our investment teams:
- Powerful factors coalescing for a rebound in U.S. travel and leisure.
- Health care’s innovation shifts into high gear.
- Technology: solutions for a sustainable future in transport.
- Emerging market equities: China’s “smart” opportunity.
Fixed Income Insights
Market GPS: Fixed Income Perspectives
Featuring the latest quarterly insights from our investment teams:
- Rising bond yields - a validation of recovery or a challenge?
- Don’t fight the wave of rising rates, surf it.
- Harvesting higher yields in today’s bond markets.
- ESG in credit investing: themes, considerations, and implementation.
Market Outlooks
Weekly Investment Commentary: Equity volatility picks up amid higher inflation data
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Global equity markets declined last week, notching their worst weekly loss since the last week of February.