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Market Outlooks
Global Weekly Commentary: Three investment themes at COP28
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The low-carbon transition is one of five mega forces, or structural shifts, we track for investment risks and opportunities.
Market Outlooks
Global Weekly Commentary: Getting granular in our strategic views
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We think granularity is key as government bond yields hit multi-year highs.
Market Outlooks
Global Weekly Commentary: Volatility a key feature of new regime
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The plunge in long-term U.S. Treasury yields last week on news of slowing U.S. inflation shows volatility is persistent in the new regime of greater macro uncertainty.
Market Outlooks
PMC Weekly Market Brief - November 20, 2023
PMC Weekly Market Brief - November 20, 2023
Market Outlooks
Student of the Market: November 2023
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
Global Weekly Commentary: AI: a mega force driving returns
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The buzz about AI is getting louder, with tech shares maintaining their outperformance and major players getting ready to roll out new AI tools.
Market Outlooks
PMC Weekly Market Brief - November 13, 2023
PMC Weekly Market Brief - November 13, 2023
Market Outlooks
Global Weekly Commentary: Going granular in DM stocks
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Markets rallied last week from multi-month lows after central banks kept rates steady and signs emerged of slowing U.S. wage growth, highlighting the volatility of the new macro regime. What got lost in the shuffle: Central banks have signaled policy rates are staying high for longer.
Market Outlooks
PMC Weekly Market Brief - November 6, 2023
PMC Weekly Market Brief - November 6, 2023
Market Outlooks
The Long View: The Crux
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ClearBridge Investments: The toughest test for investors lies ahead as stimulus and consumer resilience fade while lagged effects of rate hikes take hold.
Market Outlooks
Global Weekly Commentary: An evolving U.S. financial landscape
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The future of finance is one global mega force we see affecting returns.
Market Outlooks
PMC Weekly Market Brief - October 30, 2023
PMC Weekly Market Brief - October 30, 2023