Explore our thinking about today's financial markets
Capital Markets Outlook
July 12, 2022 | Capital Markets Outlook
With the S&P 500 in a bear market, the Fed’s aggressive hikes may be too late to tame inflation and too aggressive for a soft landing.
Fixed Income Outlook
August 2, 2022 | Fixed Income Outlook
Although central bank efforts to fight inflation could end in recession, we are constructive on some areas of fixed income.
August 1, 2022 | Equity Insights
Non-U.S. small-cap stocks offer the potential for diversification benefits, higher return dispersions, and a large and inefficient universe.
The views and opinions expressed are those of the speaker, are subject to change with market conditions, and are not meant as investment advice.