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Market Outlooks
Silicon Valley Bank Collapse
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The collapse of Silicon Valley Bank (SVB) over the weekend, the biggest bank failure in U.S. history after Washington Mutual in 2008, seemingly caught both regulators and markets off guard, and triggered fears of contagion across the global banking sector. In response, on Sunday night (March 12), U.S. policymakers (the Treasury Department, the Federal Reserve, and the Federal Deposit Insurance Corporation) announced emergency measures to shore up the U.S. banking system.
Market Outlooks
Global Weekly Commentary: Europe: Sticky inflation favors income
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European stocks have outperformed this year as China’s economy restarts and the energy shock proved less severe than expected.
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.