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Market Outlooks
Global Weekly Commentary: Upgrading our broad U.S. stocks view
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Excitement over artificial intelligence (AI) spurred a rally in U.S. tech stocks that buoyed the market in 2023. We’ve said the rally can run for now – and broaden out.
Market Outlooks
Global Weekly Commentary: Geopolitical fragmentation plays out
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Geopolitical fragmentation, one of five mega forces or structural shifts we track, is playing out in recent events in Asia and the Middle East. Yemen’s Houthi militants attacking Red Sea shipping highlights how hot spots can hit supply chains and up production costs.
Market Outlooks
Global Weekly Commentary: Why stocks can stay upbeat, for now
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Equity markets – and even the Federal Reserve – have largely embraced the soft landing narrative that inflation will fall to the Fed’s 2% target without a recession.
Fixed Income Insights
Jackson®: Power Planning: The Multi-Generational Benefits of Trust-Owned Annuities
Today’s global economy and volatile markets create challenges for trustees who are tasked with driving growth, preserving capital, and managing the everpresent sting of taxes and expenses in trust–owned portfolios. Did you know that trusts can benefit from the same features that individuals find in annuities? Namely, tax deferral,* income control, and diversified investment options. On the next few pages, we’re going to walk through three phases of trust planning (accumulation, distribution, and post-death planning) and show the many ways that a trust-owned annuity can be a powerful planning tool.
Market Outlooks
Global Weekly Commentary: Navigating macro currents in 2024
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Risk assets ended 2023 on an upbeat note as the Fed appeared to make a big bet on inflation coming down and growth only gradually slowing. Markets interpreted the Fed's messaging as a green light for aggressive policy easing.
Market Outlooks
Global Weekly Commentary: Three 2023 lessons we carry into 2024
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We take three lessons from 2023 to shape our investment approach in the new year. First, markets flipflopping between macro narratives does not reveal new information about where we will end up.
Market Outlooks
Global Weekly Commentary: Putting money to work in 2024
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We think the new regime of greater macro and market volatility makes this the time to grab the wheel and take an active portfolio approach. Our 2024 Global Outlook outlines how we do that.
Market Outlooks
Global Weekly Commentary: Three investment themes at COP28
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The low-carbon transition is one of five mega forces, or structural shifts, we track for investment risks and opportunities.
Market Outlooks
Global Weekly Commentary: Getting granular in our strategic views
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We think granularity is key as government bond yields hit multi-year highs.
Market Outlooks
Global Weekly Commentary: Volatility a key feature of new regime
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The plunge in long-term U.S. Treasury yields last week on news of slowing U.S. inflation shows volatility is persistent in the new regime of greater macro uncertainty.
Market Outlooks
Student of the Market: November 2023
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
Global Weekly Commentary: AI: a mega force driving returns
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The buzz about AI is getting louder, with tech shares maintaining their outperformance and major players getting ready to roll out new AI tools.