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Monthly Market Snapshot — April 2024

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

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20 min
Whitepaper
2025-05-31
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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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4 min
Article
2025-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
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Financial Market Review

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

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19 min
Whitepaper
2025-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — March 2024

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

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20 min
Whitepaper
2025-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
monthly-market-snapshot-november-2023-173556726-v2
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — February 2024

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

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Whitepaper
2025-03-31
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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
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Snapshot — January 2024

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

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Whitepaper
2025-02-28
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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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Article
2025-02-28
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Equity Market Outlook

In our 2023 Equity Outlook, we offer a range of fundamental, factor, and sector insights as we look to 2023.

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Article
2024-12-31
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China’s growing self-reliance could bolster its equity market

Our expert, Philip Brooks, finds reasons for optimism in China's equity market.

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Quick Take
2024-12-31
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Full speed ahead: China’s race to implement AI

Our experts examine market implications of China's AI expedition.

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Quick Take
2024-11-30
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Mid Year Outlook Designs
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Commodities: Top ideas and evolving opportunities

To help clients plan for the coming year, our commodities experts share their top near-term, medium-term, and long-term investment ideas.

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Article
2024-11-30
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Look below the surface: A contrarian view on China equities

Equity expert, Ben Chen, dives into China's murky investment landscape.

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Quick Take
2024-05-31
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China fixed income: Dislocations create opportunities in this large and diverse market

Hear from our experts as they uncover new fixed income opportunities in China.

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Article
2024-11-30
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Getting Real: China looks beyond real estate for economic success

Our experts explore signs of an improving macro picture in China.

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Article
2024-11-30
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Securitized debt: Strategies for navigating emerging cracks in consumers’ financial health

Our expert highlights reasons for deteriorating consumer financial health and explores strategies for mitigating risk in securitized asset-backed securities.

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Quick Take
2024-11-15
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The “cleanest dirty shirt” now has too many stains

Fixed Income Portfolio Manager posits that US fiscal profligacy will change the game for asset allocators. 

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Quick Take
2024-09-30
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