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
Fixed Income
May 3, 2022
What to Expect When Expecting Rates to Rise
2021 saw financial markets that were defined by transitioning expectations. The resiliency of the economic recovery is expected to be put to test.
Market Commentaries
April 6, 2022
Global Asset Allocation Team Market Update – April 2022
Sentiment remained fragile in March as the Russia-Ukraine war continued to reverberate through financial markets
Market Commentaries
March 4, 2022
Global Asset Allocation Team Market Update – March 2022
Financial markets swung wildly in February as unnerved investors contemplated the escalating conflict between Russia and Ukraine
Market Commentaries
February 3, 2022
Global Asset Allocation Team Market Update – February 2022
The new year got off to a tumultuous start.
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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 – May 2022