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Equity Market Outlook

In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.

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By

Andrew Heiskell

Nicolas Wylenzek

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Article
2025-12-31
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Economic cycle Market commentary Monthly Market Review Institutional Program Multi-asset Article
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Monthly Market Review — October 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

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18 min
Article
2025-11-30
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ActiveViews Macro and market Elections Wealth Program Market commentary Event replay
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Markets in 2025: asleep at the wheel or in the driving seat?

Watch the conversation with Head of Macro Strategy John Butler as he discusses recent macro events and potential 2025 market outcomes for investors.

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By

John Butler

Will Lockhart

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25 min
Event replay
2025-11-30
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Chart in Focus Growth Equity Advised Retail Program Market commentary Article iStrat Tactical allocation
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Chart in Focus: Can this equity bull market last?

Can this current equity bull market last? In this latest edition of Chart in Focus, we focus on the indicators of whether it may come to an end or keep running.

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3 min
Article
2025-11-30
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Elections Market commentary Multi-asset Content CoE Program Global Program Wellington on Washington and the World Americas Discretionary Article
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Pre-election ideas for investors: Lean into what you know (not what you don’t)

Our expert offers investable ideas based on known macro and market conditions, rather than speculation.

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Multiple authors

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3 min
Article
2025-10-31
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financial market review
Quarterly Market Review Economic cycle Market commentary Institutional Program Multi-asset Whitepaper
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Quarterly Market Review

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

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18 min
Whitepaper
2026-10-31
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monthly market snapshot
Economic cycle Market commentary Monthly Market Review Institutional Program Discover Multi-asset Whitepaper
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Monthly Market Review — September 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

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18 min
Whitepaper
2025-10-31
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monthly market snapshot
Monthly Market Review Multi-asset Institutional Program Fixed income Equity Commodities Market commentary Geopolitical Economic cycle Article
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Monthly Market Review — August 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

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12 min
Article
2025-09-30
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Fixed income Monetary policy Yielding insights Content CoE Program Global Program Market commentary Americas Opportunistic Fixed Income Interest rates Article
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The real issue on rate cuts? Keep your eyes on the dot (plot)

Keep your eyes on the Fed's 2025 dot plot. The real story is where policy rates are headed, not just the next rate cut.

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By

Brij Khurana

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3 min
Article
2025-09-30
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monthly market snapshot
Economic cycle Geopolitical Market commentary Institutional Program Commodities Equity Fixed income Monthly Market Review Article
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Monthly Market Review — July 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

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12 min
Article
2025-08-31
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Commodities Equity Fixed income Institutional Program Economic cycle Geopolitical Market commentary Quarterly Market Review Article
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Financial Market Review

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

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17 min
Article
2026-07-31
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Macro and market Economic cycle Monthly Market Review Institutional Program Commodities Equity Fixed income Geopolitical Market commentary Whitepaper
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Monthly Market Snapshot — June 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

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17 min
Whitepaper
2025-07-31
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Equity Fixed income Commodities Economic cycle Market commentary Geopolitical Whitepaper
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Monthly Market Snapshot — April 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

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20 min
Whitepaper
2025-05-31
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Japan Equity Monetary policy Macro Market commentary Asset allocation Education Article
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Japan equity: Reason to believe

Our expert argues that corporate governance reform and the Japanese economy's escape from persistent deflation have laid the groundwork for a sustainable equity rally.

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By

Toshiki Izumi, CFA, CMA

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4 min
Article
2025-04-30
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Equity Fixed income Commodities Economic cycle Market commentary Geopolitical Whitepaper
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Financial Market Review

A quarterly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

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19 min
Whitepaper
2025-04-30
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Equity Fixed income Commodities Economic cycle Market commentary Geopolitical Whitepaper
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Monthly Market Snapshot — March 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

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20 min
Whitepaper
2025-04-30
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monthly-market-snapshot-november-2023-173556726-v2
Equity Fixed income Commodities Economic cycle Market commentary Geopolitical Whitepaper
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Monthly Market Snapshot — February 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Jameson Dunn

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Whitepaper
2025-03-31
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monthly-market-snapshot-november-2023-173556726-v2
Equity Fixed income Commodities Economic cycle Market commentary Geopolitical Whitepaper
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Monthly Market Snapshot — January 2024

A monthly update on equity, fixed income, currency, and commodity markets.

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By

Brett Hinds

Greg Galajda

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Whitepaper
2025-02-28
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Macro and market Economic cycle Portfolio strategy Multi-asset Macro Market commentary Thematic exposure Outlook Article
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Trends and transformation distilled: Our 2024 outlook in brief

Our experts explore investment opportunities and risks for the year ahead.

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Multiple authors

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Article
2025-02-28
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