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Market Outlooks
Taking the Long View on Market Volatility: A Global Equities Conversation
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Structural shifts in the global economy and market dynamics continue to drive volatility in equities: what should smart investors be doing right now?
Macroeconomic & Geopolitical
Anatomy of a Recession: Economic and Market Views, August 2022
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Hear Investment Strategist, Jeff Schulze discuss how we’re at a crossroads where a recession or a soft landing could potentially happen.
Market Outlooks
Global Weekly Commentary: Caution: earnings under pressure
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We see company earnings deteriorating amid a rotation in consumer spending and a sputtering restart. This is partly why we remain cautious on stocks.
Market Outlooks
Global Weekly Commentary: Why we like credit over equities
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We prefer investment grade (IG) credit over equities on a tactical horizon as we see a new market regime with higher volatility taking shape.