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Market Outlooks
Global Weekly Commentary: Why we like credit
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We recently moved to a strategic overweight on credit after being underweight for the past year.
Market Outlooks
Global Weekly Commentary: Downgrading U.S. equities to neutral
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We have downgraded U.S. equities to neutral on a tactical basis, after a strong run of outperformance versus global equities since the March trough.
Market Outlooks
Global Weekly Commentary: Our midyear outlook
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The COVID-19 shock is accelerating structural trends in inequality, globalization, macro policy and sustainability. This is fundamentally reshaping the investment landscape and will be key to investor outcomes.
Market Outlooks
Global Weekly Commentary: Warming up to Europe
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Europe’s policy response to the virus shock was slow to get going – but an impressive array of fiscal and monetary measures is getting into place to bridge the economy through the shock.
Market Outlooks
Global Weekly Commentary: Private markets as diversifiers
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Public markets were at the center of market action as risk assets sold off amid the spreading pandemic and then rebounded amid an overwhelming policy response.
Market Outlooks
Global Weekly Commentary: Policy revolution: What’s next?
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Macroeconomic policy has gone through a needed revolution to cushion the coronavirus shock. It essentially aims to “go direct” and is blurring fiscal and monetary policies.
Market Outlooks
Global Weekly Commentary: China emerges from virus lockdowns
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China’s economy – the first to enter lockdowns and the first to emerge from them – is restarting. We see the economy likely returning to near-trend growth by late 2020, supported by policy stimulus, especially on the monetary front.