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Market Outlooks
Settling in for the Long Haul
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As we settle into the second quarter of 2023, we reassess our projections for the remainder of the year and analyze how these implications will affect our outlook for recession risk, central banks’ pivoting away from restrictive monetary policy sooner than expected, and corporate earnings expectations.
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
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.
Market Outlooks
Student of the Market: April 2023
Stay on top of the changing market environments by learning from their historical parallels.