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Market Outlooks
Global Weekly Commentary: Why we remain pro-risk
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A powerful economic restart is underway in the U.S. – with Europe and emerging markets (EMs) set to follow. At the same time our new nominal theme has been playing out, with a hefty jump in inflation expectations but a more muted rise in nominal yields. Against this backdrop, we reiterate our pro-risk stance and refine our tactical views in response to adjustments in market pricing and valuations.
Market Outlooks
Market Week in Review: Taper time: Bank of Canada scales back asset-purchasing program
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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: 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
Market Week in Review: Are rising U.S. consumer prices cause for concern?
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
Student of the Market: April Edition
Stay on top of changing market environments by learning from their historical parallels.
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
Market Week in Review: Eurozone manufacturing accelerates as economic recovery gains steam
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.