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Market Outlooks
PMC Weekly Market Brief - November 7, 2022
PMC Weekly Market Brief - November 7, 2022
Market Outlooks
Global Convictions: Latest Asset Class Research
This piece is approved to use with clients.
As we get closer to the end of 2022, it’s clearly become a year that’s tested even the most hardened of investors. Here's a look at our views on asset classes in the current environment.
Market Outlooks
Global Weekly Commentary: Central banks tightening from all sides
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Markets are rallying on hopes policy tightening is nearing an end – prematurely, in our view.
Market Outlooks
PMC Weekly Market Brief - October 31, 2022
PMC Weekly Market Brief - October 31, 2022
Market Outlooks
Global Weekly Commentary: Recession eclipses U.S. midterm result
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Equities usually do well after U.S. midterms. Why? Gridlock is common and prevents policy change that could spook stocks.
Market Outlooks
PMC Weekly Market Brief - October 24, 2022
PMC Weekly Market Brief - October 24, 2022
Market Outlooks
Global Weekly Commentary: No recession cover in sovereign bonds
This piece is approved to use with clients.
Recession fears are roiling markets. Investors traditionally take cover in sovereign bonds, but we see this recession playbook as obsolete. Why? First, central banks are hiking rates to try to tame inflation, causing recessions.