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Market Outlooks
Global Weekly Commentary: Strategic views for a post-Covid world
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The pandemic has sped up key structural trends and triggered substantial market swings, precipitating an urgent need to rethink strategic asset allocations.
Market Outlooks
Global Weekly Commentary: Implications of a weaker dollar
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A prolonged period of U.S. dollar gains has reversed abruptly.
Market Outlooks
Global Weekly Commentary: Focusing on factors
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Corporate earnings estimates look to be troughing as economies reopen with fits and starts.
Market Outlooks
Global Weekly Commentary: Real resilience in sustainability
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We have pointed to a tectonic shift toward sustainability, and how the global pandemic has accelerated this process.
Market Outlooks
Global Weekly Commentary: Favoring Euro stocks in global restart
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We consider European stocks the most attractive regional exposure to a multi-speed global restart, especially versus emerging markets outside of north Asia.
Market Outlooks
Global Weekly Commentary: Why we like credit
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We recently moved to a strategic overweight on credit after being underweight for the past year.
Market Outlooks
Global Weekly Commentary: Downgrading U.S. equities to neutral
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We have downgraded U.S. equities to neutral on a tactical basis, after a strong run of outperformance versus global equities since the March trough.