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Market Outlooks
Global Weekly Commentary: Income in the new macro regime
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Income is back as a portfolio driver as we see interest rates staying high in the new regime of macro and market volatility. We like bonds for income even if we don’t expect them to offset risk-asset slides as much as they did in the past – or gain in price from falling yields.
Market Outlooks
Market Week in Review: U.S. Q1 earnings season: Thumbs up or thumbs down?
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Global Weekly Commentary: EM assets have the edge – for now
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Our new playbook calls for quickly shifting portfolios based on how much damage is priced in.
Market Outlooks
Market Week in Review: Forward guidance, profit margins under the microscope as Q1 earnings season continues
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Global Weekly Commentary: New regime, new portfolio approach
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Stocks and bonds have both rallied this year. Some see this as reason to return to traditional portfolio approaches like 60% stocks and 40% bonds.
Market Outlooks
Market Week in Review: U.S. headline inflation cools, but prices for services remain high
This piece is approved to use with clients.
Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.