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Macroeconomic & Geopolitical
Short-Staffed
As we reported just one week after President Joe Biden’s inauguration in January, the Senate was taking more time than usual to approve the senior-most members of the president’s appointees: his cabinet.
Market Outlooks
Weekly Investment Commentary: Growth headwinds drive risk off sentiment
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An increase in growth concerns due to the Delta variant, geopolitical tensions in Afghanistan and China’s broadening regulatory crackdown caused a sell off in global markets.
Market Outlooks
Weekly Investment Commentary: Equities rally as economic and virus news shifts
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Global equities were generally positive as inflation data cooled and markets eyed a potential peak in Delta variant cases.
Market Outlooks
Weekly Investment Commentary: Equity markets look ahead as earnings season ends
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Global equities performed well last week on healthy earnings, upbeat corporate commentary and strong data releases, capped by a big upside surprise in July’s U.S. nonfarm payrolls.
Market Outlooks
Weekly Investment Commentary: Fundamentals intact but recovery concerns increase
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Global equity markets were mixed last week.
Market Outlooks
Weekly Investment Commentary: A wild ride to another record high
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Broad-based developed market indices were net gainers last week, while the MSCI Emerging Markets index lost over 2%.