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Market Outlooks
Looking Ahead From the Market Rally
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The unprecedented scale of the global fiscal and monetary policy response helped ease financial conditions during the second quarter of 2020. Looking ahead, we cover our latest thinking on the aggregate risk-for-reward picture in global markets.
Market Outlooks
Finding Dividends in Today’s Markets
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George Metrou, portfolio manager for the Dividend Select Equity Portfolios, talks about the poor performance of dividend-paying stocks so far in 2020, despite their reputation for being defensive. He also discusses why he holds cash, his thoughts on companies cutting dividends, and his outlook for income going forward.
Market Outlooks
Global Weekly Commentary: Strategic views for a post-Covid world
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The pandemic has sped up key structural trends and triggered substantial market swings, precipitating an urgent need to rethink strategic asset allocations.
Market Outlooks
Global Weekly Commentary: Implications of a weaker dollar
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A prolonged period of U.S. dollar gains has reversed abruptly.
Market Outlooks
Global Weekly Commentary: Focusing on factors
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Corporate earnings estimates look to be troughing as economies reopen with fits and starts.
Market Outlooks
Global Weekly Commentary: Real resilience in sustainability
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We have pointed to a tectonic shift toward sustainability, and how the global pandemic has accelerated this process.
Market Outlooks
Global Weekly Commentary: Favoring Euro stocks in global restart
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We consider European stocks the most attractive regional exposure to a multi-speed global restart, especially versus emerging markets outside of north Asia.