Explore our thinking about today's financial markets
Capital Markets Outlook
October 15, 2021 | Capital Markets Outlook
Strains on supply chains, rising prices, slowing growth, and shifting policies have pushed up volatility and changed our tactical stance.
Fixed Income Outlook
July 28, 2021 | Fixed Income Outlook
Global financial markets were mixed during the second quarter.
October 1, 2021 | Equity Insights
We believe the durability of this recent value rally is being underestimated. Based on our analysis, the case for value stocks, particularly in international markets, remains compelling