Insights
2024 Sustainability Report
We are pleased to present our Sustainability Report, showcasing our commitment to both sustainable investing and corporate responsibility and highlighting our ongoing efforts to integrate sustainability into every aspect of our business.
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Market Commentaries
May 6, 2021
Market Update from the Global Asset Allocation Team – May 2021
The second quarter got off to a roaring start. Investors welcomed the latest wave of robust economic and corporate earnings results, while an accelerating vaccine campaign stoked confidence in the global economic outlook.
Market Commentaries
April 8, 2021
Market Update from the Global Asset Allocation Team – April 2021
The macroeconomic outlook continued to gather momentum heading into the second quarter as the global vaccine campaign accelerated, while plans for large-scale fiscal spending in the US also emboldened calls for a rapid recovery through 2021.
Market Commentaries
March 5, 2021
Market Update from the Global Asset Allocation Team – March 2021
The reflationary trade gathered some notable momentum in February as investors braced for massive US fiscal spending, which emboldened calls for a sharp revival in growth as global vaccinations accelerated and coronavirus infections receded.
Market Commentaries
February 4, 2021
Market Update from the Global Asset Allocation Team – February 2021
After a solid start to the new year, sentiment deteriorated and the global equity market rally stalled-out even as the ramped-up global vaccination campaign and the prospect for increased U.S. fiscal spending emboldened calls for a rapid recovery.
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April 15, 2026
Q2 2026 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.
Market Update from the Global Asset Allocation Team – June 2021