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Market Outlooks
Global Weekly Commentary: Why we still prefer stocks over bonds
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Equities have fallen hard this year on the prospect of rapid rate increases to rein in inflation, the tragic Ukraine war and a slowdown in China.
Market Outlooks
Global Weekly Commentary: A rebalancing act to reduce risk
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We nudge down risk on a worsening macro outlook: the commodities price shock and a growth slowdown in China.
Market Outlooks
Global Weekly Commentary: Wage-price spiral ahead? Not really
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U.S. wages are growing at the fastest clip since the 1980s.
Market Outlooks
Global Weekly Commentary: The differentiated appeal of EM debt
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Inflation and hawkish central bank talk have spooked investors and led to bond losses not seen since the 1980s in developed markets (DMs).
Market Outlooks
Global Weekly Commentary: Why we still like stocks as yields spike
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Bond yields have sprinted higher on ballooning inflation and hawkish comments by central banks. Yield spikes have often spelled trouble for stocks, but we believe the past is an imperfect guide in a world shaped by supply shocks.
Portfolio Construction Insights
EPISODE #2: USING PROBABILITIES TO AVOID THE LOSERS IN YOUR PORTFOLIO
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Probability plays a key role in many aspects of everyday life, yet many people fail to understand the math that guides it.