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Market Outlooks
Global Weekly Commentary: Japan stands out from developed pack
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We see the outlook brightening for Japanese stocks and are rethinking our modest underweight that is currently in line with other DMs.
Macroeconomic & Geopolitical
May CPI report: Inflation deceleration paves the way for a policy pause in June
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However, core inflation is proving significantly stickier and remains above 5%...
Macroeconomic & Geopolitical
June FOMC meeting: A very hawkish pause
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Market response.
Market Outlooks
Global Weekly Commentary: Central banks compelled to hold tight
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Sticky inflation looks to compel developed market (DM) central banks to crank policy rates higher – and keep policy tight for longer. The Federal Reserve paused last week but pointed to more hikes on the way.
Market Outlooks
Rise in unprofitable companies: Active management’s time to shine
Quick takes on capital markets
Market Outlooks
Student of the Market: June 2023
Stay on top of the changing market environments by learning from their historical parallels.