Explore our thinking about today's financial markets
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How markets could react to Fed and ECB meetings
July 21, 2022 | Asset allocation
A mixed batch of inflation readings moved market expectations, but it is more important to remember the Fed’s inflation dashboard.
Capital Markets Outlook

After the fall
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

Cautious stance as slowing growth may help yields stabilize
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.
Equity Insights

Why now is the time to consider international small caps
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.

U.S.–China war of words playbook
The politics of the U.S.–China relationship have clearly become more complicated recently. The war of words over China’s handling of the coronavirus outbreak and the proposed new Hong Kong security law has the potential to create headwinds for the global economy and financial markets.
The views and opinions expressed are those of the speaker, are subject to change with market conditions, and are not meant as investment advice.