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Market Outlooks
Global Weekly Commentary: Pockets of value in stocks as rates rise
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Growth stocks have led the U.S. equity rally so far this year, halting outperformance in 2022 by value equities.
Market Outlooks
Global Weekly Commentary: Seeking income and staying nimble
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We entered 2023 arguing the new macro regime required more nimble portfolios.
Market Outlooks
Global Weekly Commentary: Preparing for Japan central bank shift
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Japan’s economy is starting to look like its developed market (DM) peers at least in one way: Inflation is beginning to take root after having been long missing in action for decades.
Market Outlooks
Student of the Market: February 2023
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
Recapping last night’s somewhat contentious State of the Union Address.
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Let’s examine the general mood of the country going into last night’s speech - and going into the Biden reelection campaign.
Market Outlooks
Global Weekly Commentary: Stumbling to new inflation fight phase
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Central banks are stumbling into a nuanced phase of policy tightening after major macro events last week.
Market Outlooks
2023: Our U.S. Teams Weigh In
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Tightening monetary policy drove rising 10-year Treasury bond yields and pressured equity valuations in 2022. While impossible to predict what 2023 has in store—especially because interest-rate changes can have a lagged effect on corporate earnings—we asked our U.S. equity teams to weigh in.