Explore our thinking about today's financial markets
Capital Markets Outlook
January 12, 2022 | Capital Markets Outlook
Bond bears expecting bad news in 2022 should think about the stubbornly low yields of the past two decades.
Fixed Income Outlook
October 29, 2021 | Fixed Income Outlook
Fixed-income markets faced multiple risks, including the Fed's plan to unwind debt purchases, the shifting growth outlook, and Covid-19. But, we believe the environment for bonds remains supportive.
January 3, 2022 | Equity Insights
In our view, despite the elongated pandemic and fears about inflation, the bull market remains intact, supported by strong earnings growth and higher-than-expected P/E multiples applied to those earnings.
The views and opinions expressed are those of the speaker, are subject to change with market conditions, and are not meant as investment advice.