Emerging Markets

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Market Commentary

Persistently going from one transitory source of inflation to the next may keep inflation elevated for longer than markets currently anticipate.
Market Commentary

Japanese stocks have rebounded to 30-year highs and became the world’s best performers in September and the third quarter.
Market Commentary

A gradual slowing of stimulus heralds a potential drop for the world’s stock markets, but the evidence suggests a possibility for a positive outcome.
Market Commentary

Supply chain issues are worsening, increasing the risk to sales, production, and inflation. European stocks may offer an opportunity to avoid these risks.
Market Commentary

China’s recent stock market pullback has been in line with the average annual drawdown; historically, this volatility has tended to produce double-digit annualized gains.
Market Commentary

COVID-19 resurgences appear to be the primary driver of moves across many markets this year.
Market Commentary

China’s growth for 2021 appears strong, but February holds key developments that could impact this outlook, including stock delistings, trade, and COVID-19.
Bond Insights

Investors must balance ongoing risks of the coronavirus against the extra yield the bonds provide.

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