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Market Outlooks
Global Weekly Commentary: Japan stands out from developed pack
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We see the outlook brightening for Japanese stocks and are rethinking our modest underweight that is currently in line with other DMs.
Policy and Regulatory Commentary
Weekly Allon Blog: Who Will Be On The Presidential Debate Stages?
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What are early polling numbers telling us about the GOP and Democratic presidential primary races and who will be included in the primary debates?
Market Outlooks
Weekly Investment Commentary: The 60/40 portfolio: What’s old is new again
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The ongoing viability of the traditional 60/40 stock/bond portfolio has been debated before, but in 2022 the venerable allocation suffered its worst year since the global financial crisis amid an equity bear market and sharply higher interest rates.
Market Outlooks
Global Weekly Commentary: Central banks compelled to hold tight
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Sticky inflation looks to compel developed market (DM) central banks to crank policy rates higher – and keep policy tight for longer. The Federal Reserve paused last week but pointed to more hikes on the way.
Market Outlooks
Student of the Market: June 2023
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
Weekly Investment Commentary: AI rallies the tech troops as equities march higher
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Blockbuster potential, with some caveats. Part sci-fi cautionary tale, part celebration of the human capacity to love, Steven Spielberg’s A.I. Artificial Intelligence was released on a day in 2001 when the tech-heavy Nasdaq Composite Index closed 57% lower than its dot-com bubble peak.