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Market Outlooks
Global Stocks Rise, U.S. Jobs Report Likely to Show Continued Strength
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The U.S. led the global equity increase last week. To evaluate the inflation outlook, the Fed likely will watch closely wage increases in the jobs report on Friday.
Market Outlooks
MarketScape: What China’s Reopening Could Mean for Inflation and the Global Economy
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China’s decision to relax strict lockdowns has investors re-evaluating their assumptions. Chief Investment Strategist for EMEA and APAC Wouter Sturkenboom explores how China’s reopening may change the global investment outlook.
Market Outlooks
Investment Perspective: Looking Across the Valley
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Investors are looking past softening fundamentals, focusing instead on declining inflation and other factors.
Market Outlooks
Global Stocks Fall on Inflation, China’s Economy May Show Improvement
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A U.S. inflation indicator rose above expectations. Purchasing manager report may show improvement in China’s economy.
Market Outlooks
Recapping last night’s somewhat contentious State of the Union Address.
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Let’s examine the general mood of the country going into last night’s speech - and going into the Biden reelection campaign.
Market Outlooks
Weekly Market Update: Global Equities Rise on Central Bank Meetings, Australia May Hike Rate This Week
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The ECB, Fed and Bank of England all increased their rates last week. The Reserve Bank of Australia is expected to raise rate by 0.25%.
Market Outlooks
Global Convictions: January 2023 Asset Class Research
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Heading into 2023, bearish sentiment among investors is coming off a very low base, with some of the worst recorded data since tracking started 35 years ago. With a contrarian lens, this could be a positive. However, while the overall valuation landscape has undoubtedly improved, there are many assets which remain around fair value. In such an environment, we continue to balance opportunities against risks.