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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

event
12 min
Article
2025-08-31
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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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Market disruptions Volatility Tactical allocation Institutional Program Content CoE Program Global Program Interest rates Multi-asset iStrat Article
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Massive market sell-off: Justified or an overreaction?

What's behind the global market meltdown, and what should investors consider doing?  Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson shares her views.

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By

Nanette Abuhoff Jacobson

event
3 min
Article
2025-08-31
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Fixed income Investment grade Real estate Institutional Program Global Credit Plus Opportunistic Fixed Income Credit Article Economic cycle Sustainability
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Office to multifamily conversions: Implications for CMBS investors

Our experts explore the emerging trend in some US cities of converting office space into multi-family units and its implications for bond investors.

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Multiple authors

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5 min
Article
2025-07-31
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Elections Inflation Interest rates Institutional Program Credit Government bonds Fixed income Americas Wellington on Washington and the World Article
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Are US election probabilities now a critical driver of bond yields?

Our expert argues that the US election remains a critical catalyst for the bond market given the contrast between both parties as it relates to supply side policies such as trade and immigration, and to policy differences around taxation and regulation.

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By

Michael Medeiros, CFA

event
3 min
Article
2024-11-30
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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

event
17 min
Article
2026-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
Macro and market Economic cycle Monthly Market Review Institutional Program Commodities Equity Fixed income Geopolitical Market commentary Whitepaper
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — June 2024

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

Continue reading

By

Brett Hinds

Jameson Dunn

event
17 min
Whitepaper
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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