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Market Outlooks
Weekly Investment Commentary: Emerging markets: unfairly punished?
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Some EM equities might be cheap for a reason. With the MSCI EM Index trading nearly 20% below its 52-week high, it might appear on the surface to be a screaming value opportunity for investors with a tolerance for volatility.
Market Outlooks
FAQ: What Does Russia’s Invasion of Ukraine Mean for the Market?
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Mounting tensions between Russia and Ukraine resulted in a Russian invasion into Ukraine sovereign territory in February. We continue to monitor events and their impact on asset classes closely. As our conditions and our views evolve, we offer our perspective on the market’s response.
Macroeconomic & Geopolitical
What are the Secondary Effects of the War? The Dreaded “Triple R”
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Fears of the dreaded “triple R” are growing—encompassing a recession, rising rates, and a loss in real household incomes. It is a dangerous time for investors, especially for those that draw a straight line from economic events to portfolio changes. We must be intentional and focused on our goals, including understanding what was already priced in and managing any risks to our convictions.
Market Outlooks
Weekly Investment Commentary: “Stagflation” may not mean what you think
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U.S. economic data supports still healthy (albeit modestly slower) growth.
Market Outlooks
Weekly Investment Commentary: Investing amid higher-for-longer oil prices
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U.S. energy companies should continue to exhibit momentum.
Market Outlooks
Weekly Investment Commentary: Housing market still knocking on investors’ doors
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Over the past few weeks, we’ve discussed interest rates, wage inflation and overall economic growth.