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Market Outlooks
Weekly Investment Commentary: Munis offer yield relief from inflation’s heat
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U.S. yields began the year at their highest starting level since 2011, and they have since risen further across the Treasury and municipal curves.
Market Outlooks
Global Weekly Commentary: Higher bar for U.S. earnings to deliver
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We saw 2024 as a year of two stories. First, cooling inflation and solid corporate earnings would support upbeat risk appetite.
Market Outlooks
Weekly Investment Commentary: Earnings season: investment ideas
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First-quarter earnings season has kicked off with the utilities and communication services sectors projected to deliver the strongest year-over-year EPS growth, while estimates for materials and energy are expected to decline the most.
Market Outlooks
Global Weekly Commentary: Earnings growth not just about tech
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Solid U.S. economic and corporate earnings growth have supported risk appetite, driving stocks to all-time highs – even as bond yields have jumped. We think earnings will need to deliver on high expectations, especially after last week’s data showing sticky inflation spooked investors.
Market Outlooks
Market Week in Review: U.S. consumer prices rise by more than expected in March
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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.
Market Outlooks
Weekly Investment Commentary: A fixed income blend as themes converge
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Investors looking to lock in attractive yields ahead of eventual rate cuts while also positioning their portfolios to benefit when those cuts occur have expressed growing interest in how best to blend taxable and municipal fixed income assets to pursue these goals.
Market Outlooks
Global Weekly Commentary: Playing demographic divergence now
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Working-age populations are shrinking across developed markets (DMs) but still growing in emerging markets (EMs). That hurts DM economic growth and favors EM growth – a divergence that is broadly reflected in asset prices, in our view.
Market Outlooks
Market Week in Review: U.S. market volatility and economic resiliency
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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.
Market Outlooks
Global Weekly Commentary: Staying nimble while seeking income
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Yields jumped as central banks hiked rates to historic highs – ushering in a new era for fixed income. We see higher yields persisting even if rate cuts are coming.
Market Outlooks
Market Week in Review: Key watchpoints for investors ahead of Q1 earnings season in the U.S.
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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.
Market Outlooks
Weekly Investment Commentary: Dividend growth: timely and strategic
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We remain constructive on higher-quality, dividend growth-oriented stocks. In our view, dividend growth companies tend to be supported by positive fundamentals, sustainable growth potential, healthy balance sheets, ample free cash flow, stable profit margins and management teams committed to returning capital to shareholders.
Market Outlooks
Global Weekly Commentary: Why we stay risk-on in the short term
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Central bank activity last week gave markets the thumbs up to stay upbeat. That keeps us pro-risk in our six- to 12-month tactical views as Q2 starts.