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Market Outlooks
Global Weekly Commentary: Low-carbon transition themes in 2024
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The low-carbon transition is a mega force we track that is shaping investment returns now. We see potentially market-moving developments in three key areas this year.
Market Outlooks
Market Week in Review: Bank of Canada could start cutting rates by June
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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 fall with inflation data steady
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U.S. Treasury yields fell across the curve as inflation data met expectations. This week, the European Central Bank is scheduled to meet and Fed Chair Powell will testify to Congress. On Friday, the February jobs report is expected to show a hiring slowdown.
Market Outlooks
Weekly Investment Commentary: The case for allocating to higher-yielding assets
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Heading into 2024, bond yields stood at their highest levels in more than a decade, prompting some market pundits and prognosticators to declare this “the year of fixed income!” It’s too early to confirm that pronouncement, but there’s evidence to support a strong showing across global bond markets.
Market Outlooks
Global Weekly Commentary: Taking selective risk in credit
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Getting granular and being nimble to seize opportunities in the new regime are key lessons guiding us.
Market Outlooks
Market Week in Review: U.S. PCE price index climbs 0.4%, matching consensus estimates
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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: Fed outlook continues to sway Treasury yields
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U.S. Treasury yields were mixed as the market continues to push out the pricing for the first U.S. Federal Reserve rate cut, but risk sentiment was well supported.
Market Outlooks
Weekly Investment Commentary: Small stands tall in the face of inflation
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Bigger isn’t always better. U.S. small cap equities underperformed their large cap counterparts by nearly 10 percentage points in 2023, causing the forward price-to-earnings (P/E) ratio of the small cap Russell 2000 Index versus the large cap Russell 100 Index to hover near its lowest level since December 2001 (Figure 2).
Market Outlooks
Global Weekly Commentary: Japan stocks: high can go higher
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We believe Japan’s equity rally has room to run – unlike some past false starts. We think both the macro outlook and company-level developments will drive the next leg.
Market Outlooks
Market Week in Review: Pricing pressures ease in the eurozone
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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 rise as inflation data climb
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U.S. Treasury yields moved higher again last week as inflation moderated less than expected.
Market Outlooks
Weekly Investment Commentary: With inflation warm, consider infrastructure investments
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Last week’s market pullback served as a reminder of just how fragile the current bull market has been since it has been built largely on overly dovish expectations for monetary policy and interest rates.