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Market Outlooks
Global Weekly Commentary: Impact of the drive for energy security
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The West is trying to wean itself off Russian energy in the wake of the tragic war in Ukraine.
Policy and Regulatory Commentary
A Cherry Blossom Budget
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Tourists are back in Washington for spring break after a two-year hiatus and the cherry blossoms are nearing full bloom. In D.C., that can mean only one thing: it’s time for the announcement of the president’s annual budget!
Market Outlooks
Global Weekly Commentary: Energy shock, Fed spur new outlook
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Much has changed since our 2022 outlook. The tragic war in Ukraine has resulted in a global energy shock.
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.
Policy and Regulatory Commentary
The Link Between Judge Ketanji Brown Jackson and the SEC’s ESG Rules
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Two seemingly disparate but potentially related events are transpiring this week in Washington...
Market Outlooks
Global Weekly Commentary: Tough Fed talk on inflation, little bite
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The Fed last week signaled a large and rapid increase in its policy rate over the next two years and struck a surprisingly hawkish tone, indicating it’s ready to go beyond normalizing to try to tame inflation.