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Market Outlooks
The Long View: Who's Right?
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The second half could see a tug of war between market expectations for a soft landing and more cautious economic forecasts.
Market Outlooks
Global Weekly Commentary: Central bank inflation fight to carry on
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The Federal Reserve and the European Central Bank (ECB) are set to hike rates again this week, yet markets have been taking this in stride.
Market Outlooks
Global Weekly Commentary: Applying our playbook to EM
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We tapped into what’s proved a stealth rally in EM stocks and bonds, along with the DM stock gains this year.
Market Outlooks
Global Weekly Commentary: Earnings outlook: Show us the growth
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Bond yields have jumped, and we think markets are at a key juncture as central banks are poised to hold tight on policy.
Market Outlooks
Global Weekly Commentary: New regime, new opportunities
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We see major central banks holding policy tight in the new macro regime. That bolsters income’s appeal.
Market Outlooks
Global Weekly Commentary: Japan stands out from developed pack
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We see the outlook brightening for Japanese stocks and are rethinking our modest underweight that is currently in line with other DMs.