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Market Outlooks
Global Weekly Commentary: EM assets have the edge – for now
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Our new playbook calls for quickly shifting portfolios based on how much damage is priced in.
Market Outlooks
Investors See Fed Rate Increase in May, U.K. to Report Inflation This Week
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A strong U.S. jobs report sparked expectations of a more likely 0.25% Fed rate hike in May. The U.K.’s inflation is expected to remain high.
Market Outlooks
Global Weekly Commentary: New regime, new portfolio approach
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Stocks and bonds have both rallied this year. Some see this as reason to return to traditional portfolio approaches like 60% stocks and 40% bonds.
Policy and Regulatory Commentary
573 Days To Go: The Election Marathon Has Begun
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It may only be the second quarter of 2023, but after several announcements today and this past week, it is clear 2024 is upon us.
Market Outlooks
Global Weekly Commentary: Implications of clean energy race
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U.S. industrial policy has sparked a global clean energy race, we believe, opening up investment opportunities that so far have gone largely under the radar.
Market Outlooks
Investment Perspective: Signs of Stress
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Equity markets have shown resilience, and we believe it will continue to do so, through market stress triggered by the collapse of Silicon Valley Bank.