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Market Outlooks
Global Weekly Commentary: Why we like emerging market assets
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We see the economic restart and greater stability in U.S. government bond yields - as indicated by our new nominal theme - supporting emerging market assets over coming months. Their valuations appear relatively attractive in a world of low yields after a choppy start to the year.
Market Outlooks
Student of the Market: April Edition
Stay on top of changing market environments by learning from their historical parallels.
Market Outlooks
Weekly Market Compass: The US and China lead the economic recovery, while fears of another virus wave grow in Brazil and India.
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Last week was a shortened holiday week for many, and some are coming back to the office after spring vacations. Here is a brief recap of the key things you may missed last week.
Market Outlooks
Global Weekly Commentary: Commodities rewired
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Oil and industrial metals have rallied since late-2020 on expectations for a swift economic restart, sparking talk of a new commodity “supercycle.” We see a more nuanced outlook – with a divergence across different commodities.
Market Outlooks
Weekly Market Compass: Israel may provide a preview of what’s to come in the US and UK — and in any country that achieves broad vaccine distribution.
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A month ago, I wrote about the great progress Israel was making in terms of inoculating its citizens against COVID-19. At the time, I said that we would want to follow economic data in Israel closely for indications of what the US and UK could expect in the near future — as they are making swift progress in vaccinating their respective populations — as well as what any country can expect once it successfully vaccinates a significant portion of its population.
Market Outlooks
Global Weekly Commentary: Sustainable investing: it’s a long game
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The powerful economic restart has led to a rally in the traditional energy sector. This has raised concerns that sustainable assets may face pressure after stellar performance in 2020. We view such a short-term focus as misguided. The power of the near-term restart should not be confused with the slow transition to sustainability that we see driving long-term returns.
Market Outlooks
Weekly Market Compass: Investors may be grateful for the Fed’s easy money, but they’re also wary about what might come next.
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If you had to quickly describe the relationship status between investors and the Federal Reserve, your best bet might simply be: “It’s complicated.”
Market Outlooks
Global Weekly Commentary: Why we still like technology stocks
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The recent bond yield spike has been blamed for pressuring tech stocks as they are seen as vulnerable to rising rates. We believe this view is too simplistic: tech is a diverse sector and the driver of higher yields matters more than the rise itself.