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Market Outlooks
Global Weekly Commentary: Staying nimble while seeking income
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Yields jumped as central banks hiked rates to historic highs – ushering in a new era for fixed income. We see higher yields persisting even if rate cuts are coming.
Market Outlooks
Market Week in Review: Key watchpoints for investors ahead of Q1 earnings season in the U.S.
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline as the Fed prepares for cuts
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U.S. Treasury yields declined as the U.S. Federal Reserve leaned modestly dovish at the March meeting. The central bank remains on track for rate cuts later this year, and financial markets interpreted this decision positively.
Market Outlooks
Weekly Investment Commentary: Dividend growth: timely and strategic
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We remain constructive on higher-quality, dividend growth-oriented stocks. In our view, dividend growth companies tend to be supported by positive fundamentals, sustainable growth potential, healthy balance sheets, ample free cash flow, stable profit margins and management teams committed to returning capital to shareholders.
Market Outlooks
Global Weekly Commentary: Why we stay risk-on in the short term
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Central bank activity last week gave markets the thumbs up to stay upbeat. That keeps us pro-risk in our six- to 12-month tactical views as Q2 starts.
Market Outlooks
Market Week in Review: Bank of Japan hikes rates into positive territory
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Fixed Income Insights
Weekly Fixed Income Commentary: Hotter inflation data boost Treasury yields
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U.S. Treasury yields rose last week on higher-than-expected U.S. inflation data. This trend suggests that inflation remains higher than the U.S. Federal Reserve’s target of 2%, decreasing hopes for rate cuts in the near term.
Market Outlooks
Weekly Investment Commentary: Solving the 6% yield portfolio puzzle
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Mystery fans and movie buffs of a certain age may recall The Seven-Per-Cent Solution, a mid-1970s best-selling Sherlock Holmes novel made into an Academy Award-nominated film.
Market Outlooks
Global Weekly Commentary: U.S. & Japan: a tale of two overweights
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Federal Reserve and Bank of Japan (BOJ) meetings this week and recent data put a spotlight on the U.S. and Japanese macro environments. U.S. markets are pricing in a positive macro backdrop as inflation cools.
Market Outlooks
Market Week in Review: U.S. consumer prices rise by more than expected
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Fixed Income Insights
Weekly Fixed Income Commentary: A dovish Fed pushes Treasury yields lower
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U.S. Treasury yields fell across the curve as U.S. economic data softened and U.S. Federal Reserve communications leaned dovish. Chair Powell said he wants to see “just a bit more evidence” that inflation is heading lower before cutting rates.
Market Outlooks
Weekly Investment Commentary: A developing story in emerging markets
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Forge strong bonds with emerging markets. The “year of fixed income” narrative put forth by pundits entering 2024 isn’t just a U.S. story; emerging markets (EM) debt also has a featured role in the script.