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Market Outlooks
Global Weekly Commentary: Don’t be surprised by surprising data
This piece is approved to use with clients.
We see the recent inflation spike as temporary due to unique restart forces, but see inflation on the rise in the medium term. Both views keep us pro-risk.
Human Capital
Jamie Price: Life lessons, Leading with Technology, and His A-Ha Moment
In this episode, Jamie shares how he leverages his past experiences in leading Advisor Group today, the importance of embracing your inner creative and why he’s investing so much into top talent and technology to ensure his advisors are set up for success in the future.
Market Outlooks
Global Weekly Commentary: Mind the (rate expectation) gap
This piece is approved to use with clients.
Markets are pricing in a liftoff from near-zero policy rates as early as next year, even though the Fed through its new framework has committed to stay behind the curve on inflation.
Market Outlooks
Global Weekly Commentary: Inflation: beyond near-term volatility
This piece is approved to use with clients.
Inflation looks set to overshoot the Fed’s target as we have expected. Yet we see uncertainties around the near-term persistence of the overshoot as the restart leads to unusual supply and demand dynamics.
Market Outlooks
President Biden’s First 100 Days: By The Numbers
President Joe Biden marks his 100th day in office tomorrow. What has happened so far?
Market Outlooks
Global Weekly Commentary: Why we remain pro-risk
This piece is approved to use with clients.
A powerful economic restart is underway in the U.S. – with Europe and emerging markets (EMs) set to follow. At the same time our new nominal theme has been playing out, with a hefty jump in inflation expectations but a more muted rise in nominal yields. Against this backdrop, we reiterate our pro-risk stance and refine our tactical views in response to adjustments in market pricing and valuations.