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Manager Commentaries

Markets see living with Covid-19 as the new normal

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.

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U.S. labor market — 55 is the new 65

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.

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Investment updates

By the numbers

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.

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MARKET OUTLOOKS

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

Bond markets in flux on rates and inflation outlook

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