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Market Outlooks
Global Weekly Commentary: The importance of getting granular
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Investors are grappling with an unusually wide range of potential economic outcomes beyond the post-pandemic restart, reflected in frequent shifts in equity market leadership and volatile bond yields.
Market Outlooks
Global Weekly Commentary: Spotlight on Europe
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Europe is in the spotlight this month, with a key European Central Bank (ECB) meeting and a pivotal German election that could have significant medium-term implications for the fiscal stance of Europe’s largest economy.
Investing Ideas
What is a Stock Worth?
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Implications for Equity Investing at Historic Valuations
Macroeconomic & Geopolitical
Why Is Everyone in Washington Talking About Jerome Powell?
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Is the chorus loud enough yet for President Biden to dump Powell in favor of another nominee? Let’s take a look.
Market Outlooks
Global Weekly Commentary: Don't ignore climate risks in portfolios
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Severe climate events around the world this year have intensified debate around the effects of climate change and the risks they pose to portfolios.
Market Outlooks
Global Weekly Commentary: A restart relay
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The restart of economic activity is real and broadening.
Market Outlooks
Global Weekly Commentary: Taking stock on China
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China’s regulatory clampdown on industries such as tutoring and tech has unnerved global investors.