Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Market Commentary

Global leaders backed a new round of sanctions on Russia, but it is unclear at this time if these additional measures will be successful at avoiding an energy shock.
Market Commentary

The human toll is immense, but financial market reaction to the Russian invasion of Ukraine has been muted so far. Here's what we expect to see in coming days and weeks.
Bond Insights

Preferred securities’ higher yields may be appealing, but they almost always come with additional risks.
Market Commentary

We believe that diversified investors don’t need to take action to protect their portfolios from events in Ukraine, which are unlikely to affect broader market and economic trends.
Market Commentary

The Fed is set to embark on another tightening cycle, and though history serves as a partial guide, there are new tools this time around and an undetermined rate-hike playbook.
Market Commentary

A large home bias, even with international sales exposure, may not diversify investors across sectors, endangering financial goals when new economic cycles shift long term trends.
Market Commentary

The speculative exuberance around special purpose acquisition companies (SPACs) seems to be over, but investors still have questions about them.
Bond Insights

The Federal Reserve is expected to starting hiking short-term rates at its March meeting. But how fast will the pace be?
Market Commentary

The human costs of military action are unmeasurable. Yet, the stock market reaction to an incursion or invasion of Ukraine may echo those of the past with little measurable impact for diversified investors.

Find Market Commentary content