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Market Outlooks
Weekly Investment Commentary: Bond alchemy: turning duration into a positive
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Unexpecting the expected. Investors aren’t used to seeing dramatic losses in their bond portfolios, particularly when equity markets are also declining sharply.
Market Outlooks
Global Weekly Commentary: Wage-price spiral ahead? Not really
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U.S. wages are growing at the fastest clip since the 1980s.
Market Outlooks
10 Reasons We Still Like Industrials
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As the Ukraine conflict continues and COVID ramps up in parts of the world, it seems like all eyes are focused on supply-chain dynamics and labor shortages, which could, in theory, bode poorly for industrials—but a recent research trip abroad only solidified our view that these stocks are well positioned for growth (and deserve their overweight in our broader global equity portfolios). Here are 10 observations about industrials.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, awaiting another Fed rate hike
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U.S. Treasury yields rose as the market continues to front-load U.S. Federal Reserve rate hike expectations, pressuring fixed income returns.
Market Outlooks
Weekly Investment Commentary: Earnings seasoned with a grain of salt
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Inflation trends should benefit some areas more than others. So far, higher inflation has had a mixed impact on corporate earnings.
Market Outlooks
Global Weekly Commentary: The differentiated appeal of EM debt
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Inflation and hawkish central bank talk have spooked investors and led to bond losses not seen since the 1980s in developed markets (DMs).