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Advisor Value & Fees
The Big Reveal Podcast Series: Season 1
Suzanne Siracuse asks the questions nobody else asks, as expert guest and expert interviewer collide in her new and truly unique podcast series The Big Reveal.
Market Outlooks
President Biden’s First 100 Days: By The Numbers
President Joe Biden marks his 100th day in office tomorrow. What has happened so far?
Market Outlooks
Global Weekly Commentary: Why we remain pro-risk
This piece is approved to use with clients.
A powerful economic restart is underway in the U.S. – with Europe and emerging markets (EMs) set to follow. At the same time our new nominal theme has been playing out, with a hefty jump in inflation expectations but a more muted rise in nominal yields. Against this backdrop, we reiterate our pro-risk stance and refine our tactical views in response to adjustments in market pricing and valuations.
Market Outlooks
Global Weekly Commentary: Why we like emerging market assets
This piece is approved to use with clients.
We see the economic restart and greater stability in U.S. government bond yields - as indicated by our new nominal theme - supporting emerging market assets over coming months. Their valuations appear relatively attractive in a world of low yields after a choppy start to the year.
Market Outlooks
Student of the Market: April Edition
Stay on top of changing market environments by learning from their historical parallels.
Market Outlooks
Global Weekly Commentary: Commodities rewired
This piece is approved to use with clients.
Oil and industrial metals have rallied since late-2020 on expectations for a swift economic restart, sparking talk of a new commodity “supercycle.” We see a more nuanced outlook – with a divergence across different commodities.