Multi Asset

Reflections in glass panes of building

Markets could be reaching a capitulation point…and regaining a sense of normalcy

May 26, 2022

Fear of inflation, which has driven stocks and bonds down in tandem year to date, is expanding to fear of a growth slowdown...

Hundred Dollar Bills

War, inflation and hawkish policy pressure the financial markets

April 14, 2022

Despite our view that a U.S. economic contraction is avoidable in the near term, the outlook for equities has deteriorated since the beginning of the year...

Abstract White Architecture

Don’t Expect a Quick Resolution to the Energy Supply Shock

March 17, 2022

Russia’s energy tentacles, intertwined throughout Europe’s power network, may prove difficult to excise.

Markets Confront Return of Volatility

September 28, 2020

Market sentiment is looking ahead to the end of the COVID-19 pandemic, probably in the first half of 2021, when an effective vaccine is widely distributed. An end date on the horizon is certainly a good thing for stocks.

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Will Policy Support be Enough?

July 27, 2020

As May and June numbers are proving out, policy support is the lifeline the economy needs, serving as a bridge to help consumers emerge on the other side of the pandemic intact.

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