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Market Outlooks
Weekly Investment Commentary: Equities shrug off disappointing jobs report
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Global equity markets were broadly positive last week.
Market Outlooks
Global Weekly Commentary: ECB - keeping up the pace
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We expect the ECB to maintain its current pace of asset purchases even as the economic restart gains traction.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields hold steady as news is quiet
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U.S. Treasury yields ended nearly flat last week and spread sectors broadly outperformed amid minimal economic news or fundamental changes.
Market Outlooks
Global Weekly Commentary: Gauging geopolitical risks
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The market focus is on the restart and inflation - and less on geopolitical risks – yet it’s worth watching specific risks as flareups could catch investors off guard.
Market Outlooks
Weekly Investment Commentary: Bull sentiment weakens, but bears remain M.I.A.
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Results were mixed for global equities as broad-based U.S. indexes fell modestly, while the MSCI’s EAFE, Emerging Markets and ACWI ex-USA all gained over 1%.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise as inflation data surprises
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U.S. Treasury yields rose sharply last week after inflation data showed a sharper uptick in prices than expected.
Market Outlooks
Weekly Investment Commentary: Equity volatility picks up amid higher inflation data
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Global equity markets declined last week, notching their worst weekly loss since the last week of February.