Market Commentary

Timely takes on markets and the economy.

Market Commentary content

Confidence Is Everything: 3 Things May Shake It
Market Commentary

Confidence matters; faith in a brighter future drives risk taking, fueling growth through investment and consumption.
Bond Insights

Treasury Inflation-Protected Securities can help protect your portfolio against rising inflation, but there are nuances you should understand.
Market Commentary

Let’s take a look at how recent developments may have impacted long-term returns for stock market investors.
Market Commentary

The U.S. dollar has been showing signs of weakening, a trend that may underscore the importance of global diversification.
Bond Insights

Investors must balance ongoing risks of the coronavirus against the extra yield the bonds provide.
Stock Market Reaction to Expiring COVID-19 Programs
Market Commentary

If not extended or replaced, the fading support for the unemployed raises the risk of weakening economic momentum, turning the V-shaped recovery into a W.
Making Sense Of The Market (And Where We Can’t)
Market Commentary

In order to help try to make sense of it all, let’s take a look at where the stock market makes sense right now and where it doesn’t.
Bond Insights

While we have concerns about the loan market, we don’t believe the CLO market is putting the banking system at risk.
What A COVID-19 Second Wave Means For Investors
Market Commentary

A second wave of global COVID-19 is getting a lot of media attention, but the appearance of a global second wave of cases is primarily driven by the different timing of first waves across countries—rather than second waves within countries.

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