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Market Outlooks
Market Week in Review: Is the global economy slowing down?
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Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Fixed Income Insights
Global Perspectives: Mortgage-Backed Securities – Has the Baby Gone Out with the Bathwater?
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In the latest episode of our Global Perspectives podcast series, Portfolio Manager Nick Childs and Securitized Products Analyst Tom Polus discuss the reasons why they believe mortgage-backed securities have been sold off disproportionately, and if that might be a good thing going forward.
Market Outlooks
Market Week in Review: Inflation, recession fears and Q2 earnings: 3 key factors driving markets
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Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
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?
Market Outlooks
Market Week in Review: Inflation eases off. What does that mean for Fed action and recession risk?
This piece is approved to use with clients.
Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Market Week in Review: Does July’s U.S. jobs report bolster the odds of another big Fed rate hike?
This piece is approved to use with clients.
Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Macroeconomic & Geopolitical
A Step Ahead: Everyone's Quitting Their Jobs. Good!
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Olga and Hugo explain why the Great Resignation is the wrong story to describe what’s happening in the U.S. labor market. Job turnover is a welcome sign for the economy, and wage increases for low-income workers can boost economic growth.