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Market Outlooks
Global Weekly Commentary: Rate hikes: Sum total is key, not timing
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The year is off to a rocky start, with a jump in 10-year Treasury yields and a swoon in tech shares pulling down stocks.
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
Global Weekly Commentary: 2022’s big change: Fed hikes rates
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Last year saw central banks living with inflation.
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
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
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.
Market Outlooks
Global Weekly Commentary: Liftoff ? EM has already taken off
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As U.S. inflation is hitting three-decade highs, market talk has been all about “liftoff:” When will the Federal Reserve and others start raising their policy rates? This is old news in emerging markets (EMs), where many countries have already raised rates to try to tamp down inflation.