Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Your Portfolio May Be Less Diversified Than You Think
Market Commentary

Obtaining global diversification has never been easier.
Bridging the Gap(s): Converging and Diverging Trends Stemming From the Crisis
Market Commentary

As a review of the year that was, today’s report analyzes and dissects the nature of the K-shaped recovery in both the economy and stock market.
Market Commentary

Their decisions in the coming months could have an impact on the markets and investors.
Market Commentary

Joe Biden takes the Presidential oath of office this week in the U.S., marking the end of a long U.S. political contest; a year of political challenges is just getting started overseas.
Bond Insights

In many ways, it appears that the market is disconnected from the current state of the economy and politics.
Market Commentary

It has been an extraordinary start to 2021 in the nation’s capital.
Market Commentary

December brought the first payrolls decline since last April; with leisure/hospitality—and women—bearing the brunt of the weakness. Expect more economic “scarring” to come.
Market Commentary

Results will have a profound impact on the Biden administration’s ability to move its policy agenda forward in the first two years.
Top Five Global Investment Risks In 2021
Market Commentary

Risk is often the result of a very high degree of confidence among market participants in one specific outcome.

Find Market Commentary content