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Market Outlooks
Market Week in Review: As U.S. bond yields rise, are inflation worries justified?
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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: Downgrading government bonds
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We broaden our tactical pro-risk stance in light of major developments since the publication of our 2021 outlook in December: the vaccine rollout and up to $2.8 trillion of additional U.S. fiscal spending this year. Inflation expectations have risen sharply while real rates are steady in negative territory. We prefer equity over credit and turn underweight government bonds – in line with our strategic views.
Market Outlooks
Market Week in Review: What’s fueling the rise in U.S. interest rates?
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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.
Leveraging Technology & Data
[Webinar] Think Beyond: Building Your Business with Managed Models
The pandemic has accelerated a shift in market conditions that calls for rethinking portfolio allocations. How you respond could make a big difference for your clients and your business.
Market Outlooks
Global Weekly Commentary: Fiscal boost is not a market risk – yet
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The prospect of another large U.S. fiscal package has fed debates about potential economic overheating. We believe central banks for now have strong incentives to lean against any rapid rise in nominal yields even as inflation rises, supporting our tactically pro-risk stance. Yet rising debt levels may eventually pose risks to the low-rate regime. This is part of why we strategically underweight government debt.
Market Outlooks
Market Week in Review: An outstanding performance: Q4 earnings season shattering expectations
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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 favor tech and healthcare
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The pandemic has turbocharged transformations that were already under way – from sustainability to inequality. Yet markets have not fully priced in the durability of these trends, we believe, even with the glimpse into the future offered by the pandemic.