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Market Outlooks
Rate Angst
Rising rates badly burned the bond market – and wartime, COVID and inflationary pressures mean plenty of salt to add to the wound.
Market Outlooks
Global Stocks Fall as Yields Rise, Inflation Expected to Increase Again
War in Ukraine weighs heavily on stocks while inflation may increase and complicate the Fed’s strategy.
Market Outlooks
MarketScape: Navigating Rising Rates, War and Inflation
A flailing bond market amid ongoing geopolitical chaos has tightened investor focus on the potential impact to growth. Chief Investment Strategist Jim McDonald examines the current turbulent environment how we’re positioned in its wake.
Market Outlooks
Weekly Investment Commentary: Don’t shrink from the Fed’s balance sheet runoff
This piece is approved to use with clients.
What a difference five years makes. Today’s backdrop for balance sheet reduction bears little resemblance to the last time the Fed initiated QT in September 2017.
Market Outlooks
Weekly Investment Commentary: Market turmoil shines a light on 60/40 conundrum
This piece is approved to use with clients.
History has not repeated. Comparing the 2022 market correction to history, the glaring difference is the performance of traditional fixed income.
Market Outlooks
Quarterly Report: The War to End All Wars
The first quarter of 2022 brought violence that rocked communities – and markets – internationally. We look at what aftershocks may still be yet to come.
Market Outlooks
Weekly Investment Commentary: In search of a motto for inflation nation
This piece is approved to use with clients.
Possibility, not inevitability. We continually debate different potential nearterm scenarios and their likelihood of occurring, and how various investments might perform.