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Market Outlooks
Global Weekly Commentary: Virus spike to delay, not derail restart
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The new year has started with a record COVID surge, renewed restrictions and many people working from home again.
Market Outlooks
Weekly Market Compass: Market predictions and investment resolutions for 2022
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Oh what a year it’s been. We began last year with high hopes, given the rapid development of vaccines – and those hopes were realized.
Market Outlooks
Global Weekly Commentary: 2022’s big change: Fed hikes rates
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Last year saw central banks living with inflation.
Market Outlooks
Weekly Market Compass: We don’t anticipate ‘stagflation’ in 2022. Here’s why.
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Now that our 2022 outlook is out, one of the questions I am getting is why we don’t believe 2022 will be a “stagflationary” environment in the United States.
Market Outlooks
Global Weekly Commentary: Highlights of our 2022 outlook
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We are entering a new market regime unlike any in the past half century: We expect another year of positive global stocks returns coupled with a down year for bonds.
Market Outlooks
Weekly Market Compass: 2022 Investment Outlook: Assessing the path ahead
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It’s that time of year again, when we release our Investment Outlook for the coming year.
Market Outlooks
Global Weekly Commentary: Three investing lessons of 2021
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A new, highly contagious, virus strain could trigger growth downgrades, worsen risk sentiment and have significant sectoral impact.
Market Outlooks
Weekly Market Compass: Investors grapple with uncertainty as Omicron rattles markets
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In my Nov. 1 blog, Nine things to watch this week, I wrote, “I keep hearing that the stock market doesn’t care any more about COVID, that we have moved past it.
Market Outlooks
Global Weekly Commentary: Staying invested amid new virus strain
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A new, highly contagious, virus strain could trigger growth downgrades, worsen risk sentiment and have significant sectoral impact.