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Weekly Market Recap

A one-page snapshot of market performance, statistics and trends.

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Multi-Asset Solutions Weekly Strategy Report

We wish a happy birthday to the U.S. business cycle expansion, which just turned 10 and is now the longest ever.

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Factor Views 3Q 2019

By Yazann Romahi, Garrett Norman
Factor performance was negative, on balance. Equity momentum gained, but event-driven factors were mixed and whipsawing commodities markets challenged macro factors. Looking ahead, we are most bullish about the prospects for the value factor.
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Global Equity Views 3Q 2019

By Paul Quinsee
After a strong first half, we are a little cautious, but see no reason to move aggressively away from equity exposure. Many defensive stocks are richly priced, we see opportunity in out-of-favor value, and we continue to monitor trade tensions.
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Global Fixed Income Views 3Q19

By Bob Michele
Given trade escalations, Sub Trend Growth is our base case (45% probability) with Recession probability at 20% as consumer and corporate confidence erode. Favored sectors: three- to five-year corporates, long government bonds, and short securitized credit.
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Global Asset Allocation Views 3Q 2019

By John Bilton
Trade disputes are raising the downside risks to our forecast for slightly subtrend growth. We retain our mild underweight to stocks and prefer to take risk in carry assets like credit. Reflecting valuations, we downgrade duration to neutral.
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From crisis to Goldilocks

By Pierre-Yves Bareau
We enter the 2nd quarter with a constructive view on emerging markets debt. In our view, the combination of a dovish Federal Reserve, Chinese stimulus and a stable servicing backdrop should lead to a stable returns profile for the rest of 2019.
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UK Bank of England meeting: Rates on hold amid mixed signals on the economy

By Karen Ward
The Bank of England (BoE) held its base rate of interest unchanged at 0.5% at its meeting today.
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Renewable energy and battery storage: Impacts of disruption on the core infrastructure investor

Disruption threatens all investors. Every industry and sector faces disruption risks from new technologies, competitors, politics and regulations.
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3Q 2017 Guide to the Markets and Quarterly Perspectives

Introducing our third quarter 2017 Guide to the Markets and Quarterly Perspectives. A comprehensive array of market and economic trends illustrated with clear and compelling charts.
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