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Market Outlooks
Global Weekly Commentary: New regime, new portfolio approach
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Stocks and bonds have both rallied this year. Some see this as reason to return to traditional portfolio approaches like 60% stocks and 40% bonds.
Market Outlooks
Weekly Investment Commentary: Yearning for earnings growth
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With the end of the interest rate hiking cycle approaching, certain equity sectors that were among the hardest hit by rising rates over the past year may now be poised to benefit. Within information technology, we believe software could get a big boost.
Market Outlooks
Weekly Investment Commentary: Why cash isn’t king
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Amid higher interest rates, economic uncertainty and (most recently) banking sector turmoil, many investors have moved into higher-than typical allocations
Market Outlooks
Global Weekly Commentary: Implications of clean energy race
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U.S. industrial policy has sparked a global clean energy race, we believe, opening up investment opportunities that so far have gone largely under the radar.
Market Outlooks
Weekly Investment Commentary: Fed hikes as the banking sector collides with inflation
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Higher rates are contributing to banking issues, and should result in slower growth.
Market Outlooks
Global Weekly Commentary: Recession – but no central bank rescue
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Central banks confront the growth-inflation trade-off, with the Federal Reserve seeing recession but no rate cuts.