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Market Outlooks
PMC Weekly Market Brief - September 11, 2023
PMC Weekly Market Brief - September 11, 2023
Market Outlooks
Global Weekly Commentary: Favoring short-term bonds long term
This piece is approved to use with clients.
Sovereign bond yields have surged this year, with U.S. long-term yields hitting 16-year highs last month. We prefer short-term government bonds over credit. We go underweight high quality credit on a strategic view of five years and longer and trim our overall underweight to sovereign bonds.
Market Outlooks
PMC Weekly Market Brief - September 5, 2023
PMC Weekly Market Brief - September 5, 2023
Market Outlooks
Global Weekly Commentary: Three takeaways from U.S. earnings
This piece is approved to use with clients.
U.S. corporate earnings have stagnated over the past year even as Q2 earnings improved a bit on better profit margins.
Market Outlooks
Student of the Market: August 2023
Stay on top of the changing market environments by learning from their historical parallels.