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Market Outlooks
Global Weekly Commentary: Rate hikes: Sum total is key, not timing
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The year is off to a rocky start, with a jump in 10-year Treasury yields and a swoon in tech shares pulling down stocks.
Market Outlooks
Student of the Market: January
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
Global Weekly Commentary: Virus spike to delay, not derail restart
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The new year has started with a record COVID surge, renewed restrictions and many people working from home again.
Market Outlooks
Global Weekly Commentary: 2022’s big change: Fed hikes rates
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Last year saw central banks living with inflation.
Market Outlooks
Global Weekly Commentary: Highlights of our 2022 outlook
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We are entering a new market regime unlike any in the past half century: We expect another year of positive global stocks returns coupled with a down year for bonds.
Market Outlooks
Global Weekly Commentary: Three investing lessons of 2021
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A new, highly contagious, virus strain could trigger growth downgrades, worsen risk sentiment and have significant sectoral impact.