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Market Outlooks
Global Convictions: Latest Asset Class Research
This piece is approved to use with clients.
As we get closer to the end of 2022, it’s clearly become a year that’s tested even the most hardened of investors. Here's a look at our views on asset classes in the current environment.
Market Outlooks
10 Charts to Explain Today's Market
This piece is approved to use with clients.
To support client conversations on the challenging investment environment, we provide slides to help offer perspective on volatility, global challenges, and more.
Market Outlooks
Before and After: How Ukraine Changed Our Outlook
This piece is approved to use with clients.
Just when we thought the world economy was regaining its footing, a military conflict in Europe has led us to reconsider our outlook for growth and inflation.
Market Outlooks
The 2022 Selloff: What, Why, and Where We Stand
This piece is approved to use with clients.
Our principles: stay true to the process; recognize uncertainty for what it is; remain focused on fundamentals; and utilize periods of uncertainty to consider implications for portfolio positioning.
Market Outlooks
Tectonic Shifts in the Investing Landscape
This piece is approved to use with clients.
Much like the heat from radioactive processes inside the Earth causes tectonic plates to move—sometimes in one direction and sometimes in another—the dynamic shifting of corporate winners and losers remains a constant.