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Market Outlooks
Weekly Investment Commentary: A blast from the past
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Higher-for-longer interest rates are an important factor in portfolio construction.
Market Outlooks
Why Value, Dividend and Low Volatility Equities Could Outperform in 2023
Economic conditions, even when deteriorating, could support the relative performance of some key equity styles
Market Outlooks
Global Stocks Rise, U.S. Jobs Report Likely to Show Continued Strength
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The U.S. led the global equity increase last week. To evaluate the inflation outlook, the Fed likely will watch closely wage increases in the jobs report on Friday.
Market Outlooks
MarketScape: What China’s Reopening Could Mean for Inflation and the Global Economy
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China’s decision to relax strict lockdowns has investors re-evaluating their assumptions. Chief Investment Strategist for EMEA and APAC Wouter Sturkenboom explores how China’s reopening may change the global investment outlook.
Fixed Income Insights
Weekly Fixed Income Commentary: Inflation surprises push Treasury yields higher
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U.S. Treasury yields rose further, after yet another round of unfavorable inflation data.