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Market Outlooks
Global Weekly Commentary: New regime, new portfolio approach
This piece is approved to use with clients.
Stocks and bonds have both rallied this year. Some see this as reason to return to traditional portfolio approaches like 60% stocks and 40% bonds.
Market Outlooks
Global Weekly Commentary: Implications of clean energy race
This piece is approved to use with clients.
U.S. industrial policy has sparked a global clean energy race, we believe, opening up investment opportunities that so far have gone largely under the radar.
Market Outlooks
Global Weekly Commentary: Recession – but no central bank rescue
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Central banks confront the growth-inflation trade-off, with the Federal Reserve seeing recession but no rate cuts.
Market Outlooks
Global Weekly Commentary: Financial cracks show: What to do now
This piece is approved to use with clients.
The U.S and European bank tumult is the latest sign rapid rate hikes are causing financial cracks, reinforcing our recession view.
Market Outlooks
Global Weekly Commentary: Earnings expectations look too high
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Stocks are starting to reflect the economic damage of rate hikes.
Market Outlooks
Global Weekly Commentary: Europe: Sticky inflation favors income
This piece is approved to use with clients.
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
This piece is approved to use with clients.
Growth stocks have led the U.S. equity rally so far this year, halting outperformance in 2022 by value equities.