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Market Outlooks
Weekly Investment Commentary: 3Q earnings season kicks off, cautiously
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Equity investors should be prepared for an eventual bottoming process, when markets begin to see cooling in wage growth and employment, as this should be an upward inflection point for EPS expectations.
Market Outlooks
Market Week in Review: What’s behind the market volatility in the UK?
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Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Fixed Income Insights
Weekly Fixed Income Commentary: Strong U.S. jobs report boosts Treasury yields
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U.S. Treasury yields ended the week modestly higher and risk assets rebounded last week, as volatility persisted.
Market Outlooks
Weekly Investment Commentary: Real estate offers a shelter from inflation
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When the rate market sneezes (as it has this year), other asset classes are at risk of catching a cold; and commercial real estate is no exception.
Market Outlooks
Market Week in Review: Are the chances of a U.S. recession rising?
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Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Fixed Income Insights
Weekly Fixed Income Commentary: Market volatility continues as Treasury yields rise further
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U.S. Treasury yields continued to rise and market volatility picked up materially, in part due to challenges in the UK government bond market. These events led to weakness across risk assets.
Market Outlooks
Weekly Investment Commentary: Is fixed income a phoenix set to rise?
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It’s been a crash-and-burn year for fixed income.