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Market Outlooks
Market Week in Review: Gridlock in Washington? How U.S. election results could affect the 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.
Policy and Regulatory Commentary
Patience required: How the close vote count may (or may not) impact markets and investors
Key takeaways for investors amid the tightening race for the White House and control of the Senate.
Market Outlooks
U.S. election: too early to call
The U.S. election result was too early to call on Nov. 4, raising the prospect of a period of uncertainty as vote counting of absentee and mail-in ballots continues in several battleground states
Market Outlooks
Global Weekly Commentary: Our latest equity views
This piece is approved to use with clients.
Polls are suggesting a greater likelihood of a Democratic sweep in this week’s U.S. election. We are starting to incorporate themes we believe would outperform in that event, moving toward a more pro-risk stance overall despite last week’s market pullback.
Market Outlooks
Market Week in Review: Non-U.S. stocks: A potential opportunity amid the market mayhem?
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: Changing our government bond views
This piece is approved to use with clients.
Markets are increasingly reflecting a unified Democratic government outcome that may lead to a significant fiscal expansion. This electoral outcome would bring forward the market pricing of the higher inflation regime that we were already reflecting in our strategic asset views.
Market Outlooks
Market Week in Review: How the U.S. elections could impact markets
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.