Insights
Q2 2026 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.
Other insights
Market Commentaries
July 19, 2023
Q3 2023 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q2 and our outlook for the next 12-18 months.
Market Commentaries
July 11, 2023
Global Asset Allocation Team Market Update – July 2023
Financial markets fluctuated at the end of the second quarter as investors contemplated the environment of resilient growth, persistent inflation, and the trajectory for monetary policy.
Emerging Markets
June 22, 2023
Evolving Country Concentration in Emerging Market Indices
Opportunities for Investors
Market Commentaries
June 6, 2023
Global Asset Allocation Team Market Update – June 2023
Sentiment deteriorated and financial markets relapsed in May on the back of a hawkish re-pricing of central bank policy expectations, a sluggish global growth landscape, and debt ceiling jitters in the United States.
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Market Commentaries
December 18, 2020
Global Asset Allocation 2021 Outlook
The global economy continues to heal and has stabilized at reasonably healthy levels, with the sheer abundance of monetary and fiscal stimulus acting as a critical source of support even as the coronavirus continues to circulate across the globe.
Global Asset Allocation Team Market Update – August 2023