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Market Outlooks
Weekly Investment Commentary: A bumper crop of portfolio potential
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Over the river and through the woods to consistency we go. Historically an effective hedge against inflation, real assets appear well-suited to the current macro backdrop.
Market Outlooks
PMC Weekly Market Brief - November 20, 2023
PMC Weekly Market Brief - November 20, 2023
Market Outlooks
Weekly Investment Commentary: Stronger earnings point to emerging opportunities
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The EM landscape isn’t monolithic, but we’re finding opportunities among economies where growth is outperforming expectations, while exercising caution toward those with sluggish macro conditions or thorny idiosyncratic risks.
Market Outlooks
PMC Weekly Market Brief - November 13, 2023
PMC Weekly Market Brief - November 13, 2023
Market Outlooks
Weekly Investment Commentary: Where to allocate as the Fed hesitates
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Cause for pause: Economy grows, inflation slows. Equity and fixed income markets rallied in the wake of last week’s U.S. Federal Reserve decision to keep its benchmark fed funds rate unchanged for the second meeting in a row.
Market Outlooks
PMC Weekly Market Brief - November 6, 2023
PMC Weekly Market Brief - November 6, 2023
Market Outlooks
The Fed remains on hold, but proceeding carefully
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Tony Rodriguez summarizes the outcome of the latest U.S. Federal Reserve meeting.
Market Outlooks
The Long View: The Crux
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ClearBridge Investments: The toughest test for investors lies ahead as stimulus and consumer resilience fade while lagged effects of rate hikes take hold.
Market Outlooks
Weekly Investment Commentary: Real estate is yielding opportunities
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Commercial real estate has faced more than its fair share of headwinds since the beginning of the Fed’s current cycle.
Market Outlooks
PMC Weekly Market Brief - October 30, 2023
PMC Weekly Market Brief - October 30, 2023
Policy and Regulatory Commentary
The CFPB Moves on Open Banking
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The Consumer Financial Protection Bureau (CFPB) released its regulation implementing Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010.
Market Outlooks
Weekly Investment Commentary: Stocking up on defensive positioning
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Global equity markets have produced healthy returns across most regions year-to-date, with particularly strong results in the first half of 2023.