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Market Outlooks
Global Weekly Commentary: Market view of rate hikes too hawkish
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Central banks are giving ever more hawkish signals to appear to be responsive to surging inflation.
Market Outlooks
Market Week in Review: Back-to-back: Bank of England raises rates again
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Market Week in Review is a weekly market update 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: Keeping our modest equity overweight
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Coming into 2022, we dialed down overall risk to have a modest overweight to equities on concerns about confusion over the macro environment.
Market Outlooks
Market Week in Review: U.S. Fed, Bank of Canada signal rate hikes likely in March
This piece is approved to use with clients.
Market Week in Review is a weekly market update 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: Trimming our Treasury underweight
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We see the sharp rise in government bond yields this year as consistent with a fundamental asset reallocation driven by investors wanting greater compensation for the risk of holding government bonds.
Market Outlooks
Market Week in Review: Is the global economic recovery slowing down?
This piece is approved to use with clients.
Market Week in Review is a weekly market update 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: Rate hikes: Sum total is key, not timing
This piece is approved to use with clients.
The year is off to a rocky start, with a jump in 10-year Treasury yields and a swoon in tech shares pulling down stocks.