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Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise amid improved risk sentiment
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U.S. Treasury yields rose last week as investors continued to digest the June Federal Reserve meeting.
Market Outlooks
Weekly Investment Commentary: Stocks again reach records on easing Fed concerns and infrastructure hopes
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Global equities rebounded following the prior week’s volatility, with stocks showing strong gains as investors resumed their risk-on mode.
Market Outlooks
Global Weekly Commentary: A taxing question for U.S. stocks
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We see equities in developed markets (DMs) outside the U.S. as better positioned to capture the economic restart over the tactical horizon, as the powerful restart broadens out.
Market Outlooks
Inflation considerations: preparing income portfolios for the next risk
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How can investors manage the possible risks while also positioning portfolios to take advantage of the shifting environment?
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline on Fed’s hawkish surprise
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U.S. Treasury yields were volatile around the Federal Reserve’s policy meeting, which proved to be more hawkish than expected.
Market Outlooks
Weekly Investment Commentary: We expect the reflation rally to resume
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Global equities faced increased volatility last week in light of the Federal Reserve’s more-hawkish-than-expected policy meeting.
Market Outlooks
Global Weekly Commentary: Fed catches up with restart reality
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The Fed surprised markets by embracing higher inflation and heralding a lift-off from zero rates in 2023, rather than 2024.