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Market Outlooks
Global Weekly Commentary: Favoring Euro stocks in global restart
This piece is approved to use with clients.
We consider European stocks the most attractive regional exposure to a multi-speed global restart, especially versus emerging markets outside of north Asia.
Market Outlooks
Trends in Advisor Behavior During Market Volatility - Week of July 6, 2020
This week, we observed advisors exhibiting behaviors consistent with longer-term trends.
Market Outlooks
Global Weekly Commentary: Why we like credit
This piece is approved to use with clients.
We recently moved to a strategic overweight on credit after being underweight for the past year.
Market Outlooks
Global Weekly Commentary: Downgrading U.S. equities to neutral
This piece is approved to use with clients.
We have downgraded U.S. equities to neutral on a tactical basis, after a strong run of outperformance versus global equities since the March trough.
Market Outlooks
Trends in Advisor Behavior During Market Volatility - Week June 29, 2020
As stocks finished higher this week, advisors' attitude towards risk shifted to a more "risk-on" position.