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Optimism abounds

Optimism abounds

While we are constructive on near-term markets, we will focus on the rebound in business activity following progress with the vaccine.

  • February 26, 2021
A “Glass Half Full” Market

A “Glass Half Full” Market

November displayed the forward-looking nature of markets as global equities reacted positively that a vaccine may be distributed in 2021.

  • December 15, 2020
Fiscal stimulus tricks, no treats for markets

Fiscal stimulus tricks, no treats for markets

Rising COVID-19 cases and a failure from policy makers to pass further fiscal stimulus weighed on equity markets.

  • November 11, 2020
Tech tumbled, ended risk asset rally

Tech tumbled, ended risk asset rally

U.S. dollar strengthened in September as the existing monetary stimulus wane and expectations for fiscal stimulus before the election fade.

  • October 16, 2020
Rally continued, but pace slowed

Rally continued, but pace slowed

Sustained upside inflation risks remain low despite recent stimulus measures, but inflation dynamics are fluid.

  • September 18, 2020
Relatively attractive yields benefit real estate

Relatively attractive yields benefit real estate

Reopening risks weighed on midstream energy performance and relatively attractive yields benefited real estate.

  • August 13, 2020
Positive risk sentiment benefits credit spreads

Positive risk sentiment benefits credit spreads

In regard to fixed income, nominal Treasury yields fell across the curve and positive risk sentiment benefited credit spreads.

  • July 14, 2020

Fed holds on policy and shares updated projections

Investors can expect continued accommodative monetary policy and should recognize the Fed’s willingness to employ necessary emergency tools.

  • June 18, 2020
Risk assets and economic data diverge in May

Risk assets and economic data diverge in May

Global assets continued to recover in May but year-to-date returns broadly remain negative with the exception of fixed income.

  • June 18, 2020
April markets: Credit spreads narrow amid monetary policy

April markets: Credit spreads narrow amid monetary policy

Fiscal and monetary policy response to the global pandemic drive April performance in fixed income and equities markets.

  • May 11, 2020

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