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Market Outlooks
Weekly Investment Commentary: Catalysts to quell volatility — what, how and when?
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Within equities, we prefer a defensive tilt toward dividend growers.
Market Outlooks
Weekly Investment Commentary: Headlines cause volatility, but details drive the narrative
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Our economic base case remains intact, but market volatility should persist.
Market Outlooks
Weekly Investment Commentary: Bond alchemy: turning duration into a positive
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Unexpecting the expected. Investors aren’t used to seeing dramatic losses in their bond portfolios, particularly when equity markets are also declining sharply.
Market Outlooks
Weekly Investment Commentary: Earnings seasoned with a grain of salt
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Inflation trends should benefit some areas more than others. So far, higher inflation has had a mixed impact on corporate earnings.
Market Outlooks
Weekly Investment Commentary: Don’t shrink from the Fed’s balance sheet runoff
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What a difference five years makes. Today’s backdrop for balance sheet reduction bears little resemblance to the last time the Fed initiated QT in September 2017.
Market Outlooks
Weekly Investment Commentary: Market turmoil shines a light on 60/40 conundrum
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History has not repeated. Comparing the 2022 market correction to history, the glaring difference is the performance of traditional fixed income.