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Market Outlooks
Anatomy of a Recession: Lower yields, so what?
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Where do we stand - and what should we watch for in the coming months?
Market Outlooks
Anatomy of a Recession Update: What is a recession, exactly?
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Hear from Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about the state of the US economy. Get his perspective on the Federal Reserve’s next potential moves.
Market Outlooks
AOR Update: Lower yields, so what?
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ClearBridge Investments believe the 10-year U.S. Treasury yield is likely to stabilize and decline in the coming year, supporting equity market valuations and influencing leadership.
Market Outlooks
Global Investment Committee Q4 2023 Outlooking: Investing in a late-cycle world
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Nuveen’s Global Investment Committee offers our outlook for 4Q 2023, with a focus on asset allocation views, our best ideas across asset class and portfolio construction themes.
Market Outlooks
Weekly Investment Commentary: A home for real estate in multi-asset portfolios
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In our view, an allocation to real estate remains essential in a multi-asset portfolio.
Market Outlooks
PMC Weekly Market Brief - September 25, 2023
PMC Weekly Market Brief - September 25, 2023
Market Outlooks
Weekly Investment Commentary: Expanding the horizons of your equity portfolio
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Within non-U.S. developed equities, Japan and the U.K. are two markets where compelling valuations and, in our view, easy-to-beat growth expectations are setting up a strong backdrop.
Market Outlooks
PMC Weekly Market Brief - September 18, 2023
PMC Weekly Market Brief - September 18, 2023
Market Outlooks
Weekly Investment Commentary: A durable case for duration
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One way to do this is by adding to investment grade corporate bonds, which have relatively longer durations than the broader fixed income market. They are also currently yielding close to 6%, and defaults are expected to remain low.
Market Outlooks
PMC Weekly Market Brief - September 11, 2023
PMC Weekly Market Brief - September 11, 2023