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Market Outlooks
Global Weekly Commentary: Turning neutral on DM equities
This piece is approved to use with clients.
The Federal Reserve signaled its focus is on taming inflation without flagging the big economic costs this will entail.
Market Outlooks
Student of the Market: May 2022
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
The 2022 Selloff: What, Why, and Where We Stand
This piece is approved to use with clients.
Our principles: stay true to the process; recognize uncertainty for what it is; remain focused on fundamentals; and utilize periods of uncertainty to consider implications for portfolio positioning.
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
Replay: Investing Amidst Uncertainty: Help to Address Investor's Current Concerns and Effects of Global Conflict
We provide our take on inflation, rising rates, and market impact, a look at how global conflict is affecting markets, supply chain, and portfolios, and our talking points for addressing the current market with investors.
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
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.