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Market Outlooks
Global Weekly Commentary: Commercial real estate: going granular
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The fastest rate hiking cycle since the 1980s is causing financial cracks. This has caused bank turmoil and raised concerns over U.S. commercial real estate due to its high vacancy rates and reliance on bank loans.
Market Outlooks
Student of the Market: May 2023
Stay on top of the market environments by learning from their historical parallels.
Macroeconomic & Geopolitical
Taking an Economic Pulse
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Every decade brings a different economic environment. What’s set to impact the 2020s? In this episode of The Active Share, join Hugo with guest Olga Bitel, partner and global strategist for William Blair Investment Management, for a wide-ranging discussion of what’s driving the U.S. and global economies, including inflation, recession risk, productivity, geopolitics, and interest rates.
Market Outlooks
Settling in for the Long Haul
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As we settle into the second quarter of 2023, we reassess our projections for the remainder of the year and analyze how these implications will affect our outlook for recession risk, central banks’ pivoting away from restrictive monetary policy sooner than expected, and corporate earnings expectations.
Market Outlooks
Global Weekly Commentary: Income in the new macro regime
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Income is back as a portfolio driver as we see interest rates staying high in the new regime of macro and market volatility. We like bonds for income even if we don’t expect them to offset risk-asset slides as much as they did in the past – or gain in price from falling yields.
Market Outlooks
Global Weekly Commentary: EM assets have the edge – for now
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Our new playbook calls for quickly shifting portfolios based on how much damage is priced in.