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Market Outlooks
Global Weekly Commentary: Looking through near-term volatility
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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
Market Week in Review: What’s behind the decline in U.S. bond yields?
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Market Week in Review is a weekly market update 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
Global Weekly Commentary: Death of the office? Far from it.
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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.
Market Outlooks
Market Week in Review: Is manufacturing growth slowing in China?
This piece is approved to use with clients.
Market Week in Review is a weekly market update 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: What do the latest PMI surveys suggest about the global economic recovery?
This piece is approved to use with clients.
Market Week in Review is a weekly market update 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
Global Weekly Commentary: A taxing question for U.S. stocks
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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.
Market Outlooks
Global Weekly Commentary: Fed catches up with restart reality
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The Fed surprised markets by embracing higher inflation and heralding a lift-off from zero rates in 2023, rather than 2024.