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Monthly Market Snapshot — June 2024
A monthly update on equity, fixed income, currency, and commodity markets.
Equity Market Outlook
In our Equity Market Outlook, we offer a range of fundamental, factor, and sector insights.
Monthly Market Snapshot — April 2024
A monthly update on equity, fixed income, currency, and commodity markets.
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.
Monthly Market Snapshot — March 2024
A monthly update on equity, fixed income, currency, and commodity markets.
Financial Market Review
A quarterly update on equity, fixed income, currency, and commodity markets.
Monthly Market Snapshot — May 2024
A monthly update on equity, fixed income, currency, and commodity markets.
Monthly Market Snapshot — February 2024
A monthly update on equity, fixed income, currency, and commodity markets.
Monthly Market Snapshot — January 2024
A monthly update on equity, fixed income, currency, and commodity markets.
Trends and transformation distilled: Our 2024 outlook in brief
Our experts explore investment opportunities and risks for the year ahead.
China’s growing self-reliance could bolster its equity market
Our expert, Philip Brooks, finds reasons for optimism in China's equity market.
Full speed ahead: China’s race to implement AI
Our experts examine market implications of China's AI expedition.
Look below the surface: A contrarian view on China equities
Equity expert, Ben Chen, dives into China's murky investment landscape.
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.
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.
Getting Real: China looks beyond real estate for economic success
Our experts explore signs of an improving macro picture in China.
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.
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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Related Insights
Financial Market Review
A monthly update on equity, fixed income, currency, and commodity markets.
By
Brett Hinds
Jameson Dunn