Skip to content

MarketScape

Latest from MarketScape

Our investment experts share weekly insights on global markets and investments.

Spotlight Videos: New This Month

Global market insights – in three minutes or less. Check out the latest market views from our portfolio construction experts.

 

More MarketScape Videos

While fundamental data, especially in the U.S., continues to be good, geopolitical risk seems to keep popping up to distract the market. CIO Bob Browne explains how investors should look at it.

Still fresh on money market investors' minds is the repo market seizure back in September that temporarily drove rates to as high as 10%. However, investors have embraced the Federal Reserve's forceful response. Peter Yi, director of short duration fixed income, explains.

We are seeing the outperformance of growth over value being driven entirely by multiple expansion and, importantly, not a relative change in fundamentals. Head of Quantitative Strategies Michael Hunstad explains what this means for investors.

  

You Also Might Like

Sign up to get the latest MarketScape insights.

Read our latest economic and market commentary – and download our latest asset allocation recommendations.

Learn about the themes that may move markets – and drive performance in your portfolios – in 60 seconds.

 

Insights You Can Use

Our portfolio construction experts deliver actionable insights -- with a Point of View. Follow us on social or subscribe today.