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Market Outlooks
Global Weekly Commentary: Looking through near-term volatility
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Investors are contemplating very different potential outcomes beyond the economic restart – leaving markets prone to overreacting to news flow, as we witnessed just last week.
Market Outlooks
Global Weekly Commentary: Death of the office? Far from it.
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The pandemic has led to widespread remote working, raising doubts about the future of offices. We believe the office is far from dead, but expect the impact of flexible working to vary across assets and locations.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise amid improved risk sentiment
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U.S. Treasury yields rose last week as investors continued to digest the June Federal Reserve meeting.
Market Outlooks
Weekly Investment Commentary: Stocks again reach records on easing Fed concerns and infrastructure hopes
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Global equities rebounded following the prior week’s volatility, with stocks showing strong gains as investors resumed their risk-on mode.