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Market Outlooks
Global Weekly Commentary: No recession cover in sovereign bonds
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Recession fears are roiling markets. Investors traditionally take cover in sovereign bonds, but we see this recession playbook as obsolete. Why? First, central banks are hiking rates to try to tame inflation, causing recessions.
Market Outlooks
Market Week in Review: What’s behind the market volatility in the UK?
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Market Week in Review is a weekly market update 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: Infrastructure: taking the long view
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Rapid rate hikes are hitting markets now and will likely spark a recession, but we eventually see central banks stopping and living with inflation.
Market Outlooks
Student of the Market: October 2022
Stay on top of the market environments by learning from their historical parallels.
Market Outlooks
Market Week in Review: Are the chances of a U.S. recession rising?
This piece is approved to use with clients.
Market Week in Review is a weekly market update 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: We keep risk low amid volatile macro
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We’ve said a period of steady growth and inflation known as the Great Moderation is over – and made this central to our investment views.
Market Outlooks
Market Week in Review: What are the key drivers behind the strength of the U.S. dollar?
This piece is approved to use with clients.
Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.