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Market Outlooks
Weekly Investment Commentary: Global equities rise as volatility subsides
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Global equities rebounded last week thanks to strong data, policy and COVID-19-related headlines that either met or exceeded expectations.
Market Outlooks
Global Weekly Commentary: Highlights of our 2022 outlook
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We are entering a new market regime unlike any in the past half century: We expect another year of positive global stocks returns coupled with a down year for bonds.
Market Outlooks
PMC Weekly Market Brief - December 13, 2021
PMC Weekly Market Brief - December 13, 2021
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields mixed on concerns over COVID-19 and economic growth
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The U.S. Treasury curve flattened sharply last week, as COVID-19 and economic growth concerns weighed on long-end yields and more hawkish Fed rhetoric supported front-end yields.
Market Outlooks
Weekly Investment Commentary: Equities stalked by hawks, bears and Omicron
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The spread of the newest COVID-19 variant, Omicron, resulted in a selloff in developed equity markets last week.
Market Outlooks
Global Weekly Commentary: Three investing lessons of 2021
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A new, highly contagious, virus strain could trigger growth downgrades, worsen risk sentiment and have significant sectoral impact.