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Market Outlooks
Lessons From a Chaotic Year
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Olga and Hugo review their predictions and explore what surprised them in 2022, focusing on gross domestic product (GDP), interest rates, earnings growth, energy prices, and the dollar.
Market Outlooks
Global Convictions: Latest Asset Class Research
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As we get closer to the end of 2022, it’s clearly become a year that’s tested even the most hardened of investors. Here's a look at our views on asset classes in the current environment.
Market Outlooks
10 Charts to Explain Today's Market
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To support client conversations on the challenging investment environment, we provide slides to help offer perspective on volatility, global challenges, and more.
Market Outlooks
Before and After: How Ukraine Changed Our Outlook
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Just when we thought the world economy was regaining its footing, a military conflict in Europe has led us to reconsider our outlook for growth and inflation.
Market Outlooks
Weekly Market Compass: Bear sightings: What bear markets could mean for investors
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We live in a suburb with a lot of wildlife.
Market Outlooks
Weekly Market Compass: Is everything going according to plan?
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It was another wild week for assets, with major stock indices — and many other asset prices — down.
Market Outlooks
Weekly Market Compass: Markets struggle to adjust in the face of Fed uncertainty
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I’m so old that I can remember “pre-QE” fixed income markets — the time before quantitative easing when yields were more normal.