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Market Outlooks
MarketScape: Banking Worries Fade, But Recession and Inflation Still Loom
As the most pressing concerns from the banking sector have faded, its after-effects along with inflation still could contribute to a mild recession. Chief Investment Strategist for North America Chris Shipley explains how we’ve positioned our portfolios to address limited upside.
Market Outlooks
Weekly Investment Commentary: Containing concern in commercial real estate
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In the wake of the banking crisis, commercial real estate has been under the microscope because of risks from its exposure to regional banks.
Market Outlooks
Weekly Investment Commentary: Yearning for earnings growth
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With the end of the interest rate hiking cycle approaching, certain equity sectors that were among the hardest hit by rising rates over the past year may now be poised to benefit. Within information technology, we believe software could get a big boost.
Market Outlooks
MarketScape: Why High Yield Looks Good, and It’s Not Fundamentals
While fundamentals support the high yield bond market now, they could deteriorate during a recession. Chief Investment Officer for Global Fixed Income Thomas Swaney analyzes what still makes high yield bonds attractive, beyond the fundamentals.
Market Outlooks
Weekly Investment Commentary: Why cash isn’t king
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Amid higher interest rates, economic uncertainty and (most recently) banking sector turmoil, many investors have moved into higher-than typical allocations
Market Outlooks
Investment Perspective: Signs of Stress
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Equity markets have shown resilience, and we believe it will continue to do so, through market stress triggered by the collapse of Silicon Valley Bank.
Market Outlooks
MarketScape: The Fed’s Inflation Fight Is Still On
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The Federal Reserve’s mild rate hike after the collapse of Silicon Valley Bank doesn’t mean it’s prioritizing financial stability over price stability.