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Market Outlooks
Weekly Investment Commentary: Add structure to your portfolio
This piece is approved to use with clients.
In the near term, for clients and their portfolios, the best offense is a good defense and defensive positioning across equities, including in U.S. public infrastructure.
Market Outlooks
Weekly Investment Commentary: Emerging investment opportunities
This piece is approved to use with clients.
So far in 2023, returns for both emerging markets debt and equity have outperformed their peers in the U.S. thanks to a collection of tailwinds, including an accelerated reopening of China; improved risk sentiment toward credit and a weaker U.S. dollar.
Market Outlooks
Market Week in Review: Bank of Canada announces pause in rate hikes
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
Weekly Investment Commentary: Public or private – both deserve credit
This piece is approved to use with clients.
Prior to 2022, investors were forced to chase yields in private fixed income as yields in public fixed income remained stubbornly low.
Market Outlooks
Market Week in Review: Inflation moderates in Europe. Could this lessen short-term recession fears?
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
Weekly Investment Commentary: The importance of being earnings focused
This piece is approved to use with clients.
In the near term, we maintain our mantra that the best offense is a good defense when it comes to equity allocations.
Market Outlooks
Market Week in Review: U.S. inflation eases. How could this impact the Fed's rate-hiking campaign?
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.