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Market Outlooks
Global Weekly Commentary: Turning neutral on DM equities
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The Federal Reserve signaled its focus is on taming inflation without flagging the big economic costs this will entail.
Policy and Regulatory Commentary
A 21st Century Hamilton?
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In the musical, Hamilton, these words are sung by Thomas Jefferson, who has returned from France and is now taking up the mantle of U.S. Secretary of State.
Market Outlooks
The 2022 Selloff: What, Why, and Where We Stand
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Our principles: stay true to the process; recognize uncertainty for what it is; remain focused on fundamentals; and utilize periods of uncertainty to consider implications for portfolio positioning.
Market Outlooks
Global Weekly Commentary: Why we still prefer stocks over bonds
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Equities have fallen hard this year on the prospect of rapid rate increases to rein in inflation, the tragic Ukraine war and a slowdown in China.
Policy and Regulatory Commentary
An Updated Election Outlook
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Let’s take a look by starting with how voters feel about the person sitting in the Oval Office: President Joe Biden.
Market Outlooks
Global Weekly Commentary: A rebalancing act to reduce risk
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We nudge down risk on a worsening macro outlook: the commodities price shock and a growth slowdown in China.