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Market commentary

Showing 10 of 28 Insights Posts
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Equity Market Outlook

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

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event December 2024
Article
2025-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly market snapshot
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Review — October 2024

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

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event November 2024
18 min
Article
2025-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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event November 2024
25 min
Event replay
2025-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1132714724
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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event November 2024
3 min
Article
2025-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1478607933
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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event October 2024
3 min
Article
2025-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
financial market review
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Quarterly Market Review

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

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event October 2024
18 min
Whitepaper
2026-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly market snapshot
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Review — September 2024

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

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event October 2024
18 min
Whitepaper
2025-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly market snapshot
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Review — August 2024

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

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event September 2024
12 min
Article
2025-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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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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event September 2024
3 min
Article
2025-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly market snapshot
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Review — July 2024

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

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event August 2024
12 min
Article
2025-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.