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Market Outlooks
Market Week in Review: U.S. GDP plunges at record rate. Is the economic recovery still on track?
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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: Real resilience in sustainability
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We have pointed to a tectonic shift toward sustainability, and how the global pandemic has accelerated this process.
Market Outlooks
Market Week in Review: Unpacking the EU’s historic coronavirus recovery plan
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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: Favoring Euro stocks in global restart
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We consider European stocks the most attractive regional exposure to a multi-speed global restart, especially versus emerging markets outside of north Asia.
Market Outlooks
Market Week in Review: Good news/bad news for earnings season and markets
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On the topic of fiscal stimulus, Ristuben stated that the focus is on Europe, pointing toward a proposed $850 billion of additional stimulus. Ristuben said: "I think the market is expecting that to get approved and implemented. So we'll follow that pretty closely."
Market Outlooks
Global Weekly Commentary: Why we like credit
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We recently moved to a strategic overweight on credit after being underweight for the past year.
Market Outlooks
Market Week in Review: 3 key risks for markets in the second half of the year
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.