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Market Outlooks
Central Banks in US, England and Japan Hold Rates, US Government Shutdown Looms
Stocks stumble as the Fed leaned toward higher rates for longer in last week’s meeting. The market impact from government shutdowns historically has been limited.
Market Outlooks
Global Weekly Commentary: Seizing new regime opportunities
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We see the new regime of greater volatility playing out: higher interest rates, stagnating activity and structural forces set to push inflation back up. Flip-flops in the market narrative make that clear.
Market Outlooks
Market Week in Review: U.S. core inflation rises in August, but September rate hike unlikely
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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
Student of the Market: September 2023
Stay on top of the changing market environments by learning from their historical parallels.
Portfolio Construction Insights
Model Specialists Coverage Map
Get in touch with a model specialist to learn how incorporating models, as well as technology, into your practice can help make things more transparent and uncover key areas your clients want to discuss, like risk.
Market Outlooks
Global Weekly Commentary: New regime fuels narrative flip flops
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We‘re in an unprecedented macro environment that is driving constant shifts in the market narrative: from hopes of avoiding recession to fears good macro news could be bad for markets in just a few months. We see the market moving with data as if we’re in a normal business cycle.
Market Outlooks
Market Week in Review: U.S. services PMI, August jobs report point to ongoing strength in economy
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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: Favoring short-term bonds long term
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Sovereign bond yields have surged this year, with U.S. long-term yields hitting 16-year highs last month. We prefer short-term government bonds over credit. We go underweight high quality credit on a strategic view of five years and longer and trim our overall underweight to sovereign bonds.
Market Outlooks
Market Week in Review: July JOLTS data suggests cooling in U.S. labor market
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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
Market Week in Review: 3 potential factors driving the jump in U.S. government bond yields
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.