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Market Outlooks
MarketScape: What Makes the Growth Stock Rally Fragile
Following two years of trailing value stocks, U.S. growth equities have sprung into the lead this year. Chief Investment Officer for Global Equities Michael Hunstad, Ph.D., analyzes why persistent inflation and the growth rally’s dependency on just a few companies may trip up growth stocks.
Market Outlooks
MarketScape: Banking Worries Fade, But Recession and Inflation Still Loom
As the most pressing concerns from the banking sector have faded, its after-effects along with inflation still could contribute to a mild recession. Chief Investment Strategist for North America Chris Shipley explains how we’ve positioned our portfolios to address limited upside.
Policy and Regulatory Commentary
573 Days To Go: The Election Marathon Has Begun
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It may only be the second quarter of 2023, but after several announcements today and this past week, it is clear 2024 is upon us.
Market Outlooks
MarketScape: Why High Yield Looks Good, and It’s Not Fundamentals
While fundamentals support the high yield bond market now, they could deteriorate during a recession. Chief Investment Officer for Global Fixed Income Thomas Swaney analyzes what still makes high yield bonds attractive, beyond the fundamentals.
Market Outlooks
Investment Perspective: Signs of Stress
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Equity markets have shown resilience, and we believe it will continue to do so, through market stress triggered by the collapse of Silicon Valley Bank.
Market Outlooks
MarketScape: The Fed’s Inflation Fight Is Still On
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The Federal Reserve’s mild rate hike after the collapse of Silicon Valley Bank doesn’t mean it’s prioritizing financial stability over price stability.