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Market Outlooks
Weekly Investment Commentary: Equities rally as economic and virus news shifts
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Global equities were generally positive as inflation data cooled and markets eyed a potential peak in Delta variant cases.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise on strong employment data
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U.S. Treasury yields rose and the curve steepened as a result of strong economic data.
Market Outlooks
Weekly Investment Commentary: Equity markets look ahead as earnings season ends
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Global equities performed well last week on healthy earnings, upbeat corporate commentary and strong data releases, capped by a big upside surprise in July’s U.S. nonfarm payrolls.
Market Outlooks
Weekly Market Compass: A closer look at the Chinese tech sell-off
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I often use this blog as an opportunity to answer pressing questions from clients. And recently, it seems almost all the questions we are getting are about China – what is going on with Chinese stocks and whether investors should abandon them.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields fall on weaker economic data and Fed signals
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U.S. Treasury yields fell further last week, after slightly disappointing economic data and accommodative signals from the Federal Reserve.
Market Outlooks
Weekly Investment Commentary: Fundamentals intact but recovery concerns increase
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Global equity markets were mixed last week.
Fixed Income Insights
Weekly Fixed Income Commentary: COVID-19 concerns push Treasury yields lower
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U.S. Treasury yields fell slightly last week as attention centered on the risks of another wave of COVID-19 infections. Economic data showed further expansion, albeit at a slower pace.