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Market Outlooks
Global Weekly Commentary: EM climate matters to global returns
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Climate change and the transition to a low-carbon future will be a key driver of long-term asset returns.
Market Outlooks
Global Weekly Commentary: Corporate earnings beyond the restart
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Strong earnings growth is due to the strong economic restart – and the realization of such strength was priced in by higher multiples last year as stocks surged back from the Covid-19 shock.
Market Outlooks
Global Weekly Commentary: A lopsided energy transition
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Surging natural gas and coal prices amid a powerful economic restart have exposed a lopsided transition toward low-carbon power.
Market Outlooks
Global Weekly Commentary: 1970s stagflation? It’s the opposite
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Prices have climbed around the world, with commodities prices surging and U.S. inflation hitting a 13-year high.
Market Outlooks
Student of the Market: October
Stay on top of changing market environments by learning from their historical parallels.
Market Outlooks
Global Weekly Commentary: Debt ceiling spat takes a breather
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We still see a low risk of technical default by the U.S. and expect the debt ceiling debacle to ultimately resolve.
Market Outlooks
Global Weekly Commentary: Putting the yield spike in perspective
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The recent jump in U.S. Treasury yields has spooked investors. Not all yield rises are the same. Yields driven up by rising policy rate expectations may harm equity valuations.