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Market Outlooks
Global Weekly Commentary: Applying our playbook to EM
This piece is approved to use with clients.
We tapped into what’s proved a stealth rally in EM stocks and bonds, along with the DM stock gains this year.
Active/Passive Management
Large-Cap Growth: Our Edge
Jim Golan, CFA, partner, and Nancy Aversa, CFA, partner explain why they believe this focus has the potential to create unique alpha opportunities for our clients.
Market Outlooks
The Case for Semiconductors
This piece is approved to use with clients.
Semiconductor stocks have outperformed all other industry groups for the past decade, and we see scope for continued outperformance; however, given a wide range of business models and competitive advantages, there is no one-size-fits-all investment thesis.
Market Outlooks
Student of the Market: July 2023
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
Global Weekly Commentary: Earnings outlook: Show us the growth
This piece is approved to use with clients.
Bond yields have jumped, and we think markets are at a key juncture as central banks are poised to hold tight on policy.
Market Outlooks
Global Weekly Commentary: New regime, new opportunities
This piece is approved to use with clients.
We see major central banks holding policy tight in the new macro regime. That bolsters income’s appeal.
Market Outlooks
Global Weekly Commentary: Japan stands out from developed pack
This piece is approved to use with clients.
We see the outlook brightening for Japanese stocks and are rethinking our modest underweight that is currently in line with other DMs.