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Market Outlooks
Weekly Investment Commentary: Catalysts to quell volatility — what, how and when?
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Within equities, we prefer a defensive tilt toward dividend growers.
Market Outlooks
Global Weekly Commentary: Why we still prefer stocks over bonds
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Equities have fallen hard this year on the prospect of rapid rate increases to rein in inflation, the tragic Ukraine war and a slowdown in China.
Market Outlooks
Weekly Investment Commentary: Headlines cause volatility, but details drive the narrative
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Our economic base case remains intact, but market volatility should persist.
Market Outlooks
Global Weekly Commentary: A rebalancing act to reduce risk
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We nudge down risk on a worsening macro outlook: the commodities price shock and a growth slowdown in China.
Market Outlooks
Weekly Investment Commentary: Bond alchemy: turning duration into a positive
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Unexpecting the expected. Investors aren’t used to seeing dramatic losses in their bond portfolios, particularly when equity markets are also declining sharply.
Market Outlooks
Global Weekly Commentary: Wage-price spiral ahead? Not really
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U.S. wages are growing at the fastest clip since the 1980s.
Market Outlooks
Weekly Investment Commentary: Earnings seasoned with a grain of salt
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Inflation trends should benefit some areas more than others. So far, higher inflation has had a mixed impact on corporate earnings.