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Market Outlooks
Weekly Investment Commentary: A defensive upgrade to portfolio positioning
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With the likelihood of stubborn inflation in the medium-term, investors who doubt that the current equity rally has additional fuel may want to consider global infrastructure.
Market Outlooks
The Fed hikes again as expected
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Tony Rodriguez summarizes the outcome of the latest U.S. Federal Reserve meeting.
Fixed Income Insights
Weekly Fixed Income Commentary: Another Fed hike boosts Treasury yields
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U.S. Treasury yields rose again after central banks tightened policy, and economic data surprised to the upside.
Market Outlooks
Weekly Investment Commentary: An equity allocation that literally pays dividends
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Market breadth has been improving. Following the dominance of mega-cap growth stocks this year, the U.S. equity market rally has broadened, with more sector, style and capitalization segments participating.
Market Outlooks
Investment Perspective: Goldilocks Without the Bears?
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Elevated U.S. equity valuations could indicate too much complacency in the market, given the potential for a stalling global economy.
Market Outlooks
MarketScape: Why Diversification Is at Risk
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Inflation has driven up stock and bond correlations and fewer companies are influencing returns in equity indexes. CIO of Global Equities Michael Hunstad, Ph.D., analyzes how this complicates investors’ diversification efforts.