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Market Outlooks
Weekly Investment Commentary: The tide has yet to turn for non-U.S. equities
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For now, we advocate underweighting non-U.S. equities as part of a strategic asset allocation, due to the lack of positive catalysts in key markets.
Market Outlooks
Global Weekly Commentary: Sour Fed growth view not dour enough
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Many central banks, like the Fed, are still solely focused on pressure to quickly get core inflation back to 2% without fully acknowledging how much economic pain it will take in a world shaped by production constraints.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise again on prospects for a more aggressive Fed
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U.S. Treasury yields rose again as inflation surprised to the upside, triggering concerns over even higher U.S. Federal Reserve rate hikes.
Market Outlooks
Weekly Investment Commentary: Investing amid a “Fedflation” fixation
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The market reacted violently, with the S&P 500 Index posting its worst one-day loss (-4.3%) in more than two years.
Market Outlooks
Global Weekly Commentary: Sticking with reduced risk taking
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The new regime of macro volatility is playing out. Business activity is slumping and higher inflation persists.
Market Outlooks
Student of the Market: September 2022
Stay on top of the changing market environments by learning from their historical parallels.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise as central banks remain hawkish
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U.S. Treasury yields rose as U.S. Federal Reserve rhetoric continued to indicate further tightening.