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Market Outlooks
Market Week in Review: Bank of Japan hikes rates into positive territory
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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: Solving the 6% yield portfolio puzzle
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Mystery fans and movie buffs of a certain age may recall The Seven-Per-Cent Solution, a mid-1970s best-selling Sherlock Holmes novel made into an Academy Award-nominated film.
Market Outlooks
Global Weekly Commentary: U.S. & Japan: a tale of two overweights
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Federal Reserve and Bank of Japan (BOJ) meetings this week and recent data put a spotlight on the U.S. and Japanese macro environments. U.S. markets are pricing in a positive macro backdrop as inflation cools.
Market Outlooks
Market Week in Review: U.S. consumer prices rise by more than expected
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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 developing story in emerging markets
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Forge strong bonds with emerging markets. The “year of fixed income” narrative put forth by pundits entering 2024 isn’t just a U.S. story; emerging markets (EM) debt also has a featured role in the script.
Market Outlooks
Global Weekly Commentary: Low-carbon transition themes in 2024
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The low-carbon transition is a mega force we track that is shaping investment returns now. We see potentially market-moving developments in three key areas this year.
Market Outlooks
Market Week in Review: Bank of Canada could start cutting rates by June
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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: The case for allocating to higher-yielding assets
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Heading into 2024, bond yields stood at their highest levels in more than a decade, prompting some market pundits and prognosticators to declare this “the year of fixed income!” It’s too early to confirm that pronouncement, but there’s evidence to support a strong showing across global bond markets.
Market Outlooks
Global Weekly Commentary: Taking selective risk in credit
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Getting granular and being nimble to seize opportunities in the new regime are key lessons guiding us.
Market Outlooks
Market Week in Review: U.S. PCE price index climbs 0.4%, matching consensus estimates
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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: Small stands tall in the face of inflation
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Bigger isn’t always better. U.S. small cap equities underperformed their large cap counterparts by nearly 10 percentage points in 2023, causing the forward price-to-earnings (P/E) ratio of the small cap Russell 2000 Index versus the large cap Russell 100 Index to hover near its lowest level since December 2001 (Figure 2).
Market Outlooks
Global Weekly Commentary: Japan stocks: high can go higher
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We believe Japan’s equity rally has room to run – unlike some past false starts. We think both the macro outlook and company-level developments will drive the next leg.