When we look back on 2023, the tragedies in Ukraine and the Middle East will sadly stand out in our memories. For capital markets, banks at all levels (regional, global and central) drove a volatile year....
We think the market can power higher through year-end and beyond. That, in a nutshell, has been our call for the last few months, despite the pervasive negativity surrounding the geopolitical environment as well as the interest rate and economic outl...
Looking back on 2023, we can see progress in tackling major issues that loomed over the global economy and capital markets. The world enters 2024 faced with some unfinished business that will be a priority in the year ahead....
Violence, political upheaval, and interest rate increases. Sadly, those factors have come to define much of 2023. Not surprisingly, investors are in a sour mood and much of the market has been under pressure....
October marked the third consecutive month of equity market declines, and certainly the month was marred by horrific developments in Israel and Gaza. Those are adding to the ongoing tragedy in the Ukraine. But it was really too hot economic growth in...
October marked a third consecutive month of equity market declines. The month began with horrific developments in Israel and Gaza, which added to the ongoing tragedy in Ukraine and other fraught geopolitical situations....
We're going to cover the month and the quarter in our global monthly market commentary. September saw both stocks and bonds decline, reinforcing its reputation as an ugly month for investors, and that goes all the way back to 1950......
Between another averted U.S. government shutdown and strikes across different industries, investors have had plenty of risks to consider. However, the risk to rule them all has to do with interest rates....
September saw both stocks and bonds decline, reinforcing its reputation as an ugly month for investors. Going back to 1950, anxiety has been justified. This year, September was a disappointing end to a disappointing Q3....
Lower inflation trends have supported equities all year – through higher valuation multiples – even in the face of a generalized economic slowdown. However, as we have already come down from 8% to a much more palatable 3% range, the future tailwinds...