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Market Outlooks
Global Weekly Commentary: EM climate matters to global returns
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Climate change and the transition to a low-carbon future will be a key driver of long-term asset returns.
Market Outlooks
RealAccess | Global insights for real estate investors, issue 4
In this issue of RealAccess, our stories emphasize that while our changing environment presents risks for investors, it also creates new opportunities.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yield curve flattens, awaiting the Fed
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Long-dated U.S. Treasury yields fell last week, while short-end rates moved higher ahead of the Federal Reserve’s policy meeting this week.
Market Outlooks
Weekly Investment Commentary: October’s equity gains erase September’s losses
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U.S. equities rose for the third consecutive week, while their non-U.S. counterparts were down slightly.
Market Outlooks
Global Weekly Commentary: Corporate earnings beyond the restart
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Strong earnings growth is due to the strong economic restart – and the realization of such strength was priced in by higher multiples last year as stocks surged back from the Covid-19 shock.
Fixed Income Insights
Weekly Fixed Income Commentary: More taper talk boosts Treasury yields
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U.S. Treasury yields rose last week and the yield curve flattened amid positive economic data and further signals from Federal Reserve Chair Jerome Powell of a taper announcement at the November meeting.