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Weekly Market Compass: I believe a robust, inclusive economic recovery is in the cards
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Policy and Regulatory Commentary
Assembling a Cabinet
One week after his inauguration as the 46th President of the United States, the Senate has confirmed four of Joe Biden’s cabinet picks.
Market Outlooks
The Risk Report: Analysis Reveals 6 Common Drivers of Unexpected Results
Learn about the 6 common drivers of unexpected portfolio results uncovered during our four-year, aggregated global analysis of more than 200 institutional equity portfolios.
Market Outlooks
2021 Outlook and Forecasts Across the Investment Portfolio
How we think equities, bonds, real assets and interest rates stack up for investors in 2021.
Market Outlooks
MarketScape: Europe - Two Steps Forward, One Step Back
Europe has taken two big steps forward with a trade agreement and budget approval.
Fixed Income Insights
Positioning for Higher Yields
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With higher government bond yields looking increasingly likely, Head of U.S. Fixed Income Greg Wilensky explains why investors should consider how much interest rate risk they have in their portfolios, and make sure it is appropriate for their needs.
Market Outlooks
Stocks Fall as Stimulus Plan Proposed, Investors Looking for Resilient Earnings
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Biden’s plan for economic support may be limited by Congress. Investors may take on more risk if earnings outperform.
Market Outlooks
Bond markets finished the year with a strong tone
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As the economy gained steam in the second half of 2020, credit spreads narrowed to end the year only slightly higher than January levels. Investors who held their positions throughout this tumultuous time were rewarded for their patience, illustrating the importance of a long-term time horizon.
Fixed Income Insights
Municipal market approaches full recovery
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Nuveen's Head of Municipals, John Miller, comments on the municipal market for the past quarter.
Market Outlooks
PMC Weekly Market Brief - January 25, 2021
PMC Weekly Market Brief - January 25, 2021
Market Outlooks
Uncommon Sense - Glimpse: A Sneak Peek at 2022’s Market Outlook
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To forecast what might happen to risk assets in 2021, Michael Arone insists we need to assess the outlook for the economy, earnings, interest rates and inflation in 2022.
Market Outlooks
Charting the Market: A Boom/Bust Year for Active Management
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To help inform investors’ decisions on where to be active in a portfolio, Matt highlights the full-year performance figures for active managers across a variety of strategies.
Policy and Regulatory Commentary
Washington Update: The First Twenty Four Hours (Or So)
In just a few hours, Joe Biden will become the president of the United States. Today’s inauguration ceremony will not look like ceremonies past, though the day did begin with President-elect Biden attending church services, a tradition carried out by many previous presidents.