Market Insights

MacroAsset Allocation

MonthlyFlow - July 2022

Markets remain laser-focused on inflation and ensuing tightening risks to growth

MacroAsset Allocation

MonthlyFlow - June 2022

As bond markets move away from recession calls, equities take over

StocksAsset AllocationS&P500

Investing takeaway from the Q1 earnings season

Underneath the surface, earnings reports revealed a tremendous number of clues about the rapidly changing economic landscape. Who are the winners and losers and what does it mean for stocks? ...

StocksAsset AllocationS&P500

Why the S&P500 equal weight could be a wise choice

There is a lot of merit in the traditional capital-weighted S&P500, but it also comes with risks as it is heavily skewed towards today’s winner. Could the equal-weighted S&P500 offer a broader ...

MacroAsset Allocation

MonthlyFlow - May 2022

While sentiment is very negative, markets are reacting less to war headlines

MacroAsset Allocation

MonthlyFlow - April 2022

While sentiment is very negative, markets are reacting less to war headlines

MacroAsset Allocation

MonthlyFlow - March 2022

Russia

StocksBondsAsset Allocation

Safe Haven Assets

The recent volatility in financial markets took major indices into correction levels, and even traditional safe havens such as Treasuries and gold offered limited protection. As uncertainty remains surrounding central ...

MacroAsset Allocation

MonthlyFlow - February 2022

2022 is off to a rocky start, but the outlook for the year remains constructive

MacroAsset Allocation

MonthlyFlow - January 2022

The year has already started with a bang, so here is a look at the top 10 questions we have been getting for the coming 12 ...

MacroAsset Allocation

2021 in Review

Milestones and challenges that are likely to spill over into 2022

MacroAsset Allocation

December MonthlyFlow - 2022 Outlook

Key takeaways for 2022:  Omicron does not change our outlook, for now Growth to stay solid & inflation higher for longer, but still “transitory” ...

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LiveWire

12 hours ago

#Stocks pare gains after US #GDP #PCE  #trading

13 hours ago

German #inflation signs of peak? #cpi #stock #trending

16 hours ago

Where is the bottom? #S&P500 $spy #stocks #trading