Explore our thinking about today's financial markets
Capital Markets Outlook
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
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.
September 28, 2022 | Equity Insights
It’s not enough to simply identify a business that is associated with a long-term growth theme. We scrutinize businesses in the context of their industries overall, and often we favor the “enablers” of growth themes and trends.
The views and opinions expressed are those of the speaker, are subject to change with market conditions, and are not meant as investment advice.