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Market Outlooks
Weekly Investment Commentary: Headlines cause volatility, but details drive the narrative
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Our economic base case remains intact, but market volatility should persist.
Market Outlooks
Global Weekly Commentary: A rebalancing act to reduce risk
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We nudge down risk on a worsening macro outlook: the commodities price shock and a growth slowdown in China.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, awaiting another Fed rate hike
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U.S. Treasury yields rose again, but the moves were relatively mild compared to recent dynamics.
Market Outlooks
Weekly Investment Commentary: Bond alchemy: turning duration into a positive
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Unexpecting the expected. Investors aren’t used to seeing dramatic losses in their bond portfolios, particularly when equity markets are also declining sharply.
Market Outlooks
Global Weekly Commentary: Wage-price spiral ahead? Not really
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U.S. wages are growing at the fastest clip since the 1980s.
Market Outlooks
10 Reasons We Still Like Industrials
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As the Ukraine conflict continues and COVID ramps up in parts of the world, it seems like all eyes are focused on supply-chain dynamics and labor shortages, which could, in theory, bode poorly for industrials—but a recent research trip abroad only solidified our view that these stocks are well positioned for growth (and deserve their overweight in our broader global equity portfolios). Here are 10 observations about industrials.