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Market Outlooks
Global Weekly Commentary: A taxing question for U.S. stocks
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We see equities in developed markets (DMs) outside the U.S. as better positioned to capture the economic restart over the tactical horizon, as the powerful restart broadens out.
Market Outlooks
Inflation considerations: preparing income portfolios for the next risk
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How can investors manage the possible risks while also positioning portfolios to take advantage of the shifting environment?
Fixed Income Insights
The Dire Outlook for Bonds in the Wake of COVID-19
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This brief update revisits the main tenets of “The Bleak Future of Bonds” paper and provides updates to some key numbers in the aftermath of the COVID-19/coronavirus crisis and what this means for portfolio construction going forward.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline on Fed’s hawkish surprise
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U.S. Treasury yields were volatile around the Federal Reserve’s policy meeting, which proved to be more hawkish than expected.
Market Outlooks
Weekly Investment Commentary: We expect the reflation rally to resume
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Global equities faced increased volatility last week in light of the Federal Reserve’s more-hawkish-than-expected policy meeting.
Market Outlooks
Global Weekly Commentary: Fed catches up with restart reality
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The Fed surprised markets by embracing higher inflation and heralding a lift-off from zero rates in 2023, rather than 2024.