Manager Commentaries
Fixed income
Markets see living with Covid-19 as the new normal
Global financial markets might be pricing in a “living with the virus” environment and are adjusting to a lower growth path.
Fixed income
U.S. labor market — 55 is the new 65
Following broad-based recovery in the labor market when the economy initially reopened in 2020, the labor force participation rate has stagnated and started to diverge.
Investment updates
The global economy this week
September 27 — Highlights of the past week, from central bank policies to trade and currency trends.
Market sentiment
EUROZONE: The European Commission’s Flash Consumer Confidence Indicator rose in September.
Most recent
Equity Insights | August 2, 2021
Rising earnings should ease bubble fears
Capital Markets Outlook | Q3/2021
Fed's hawkish pivot shouldn't stoke inflation fears
Fixed Income Outlook | Q3/2021
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