U.S. Stocks Thrive While Global ex-U.S. Shares Lag; U.S. Fixed Income Flat

Kristin Bradbury analyzes 4Q21 performance for U.S. and global equities and fixed income.

Small Gains in U.S. Equities and Fixed Income, but Losses Globally

Kristin Bradbury analyzes U.S. and global equity and fixed income activity in 3Q21.

Will Headwinds or Tailwinds Prevail?

Kristin Bradbury analyzes the macroeconomic environment in 3Q21 and the year to date.

Gains for Just About Every Asset Class in 2Q21

Kristin Bradbury assesses how U.S. and global stock, fixed income, and real assets markets performed in 2Q21.

Wall Street Bets on Transitory Bumps in Inflation

Kristin Bradbury analyzes how the U.S. and global economies and global markets performed in 2Q21, and assesses the outlook coming out of the pandemic.

Equities Off to a Strong Start; Inflation Fears Haunt Bonds

U.S. equities outpaced global stocks in 1Q21. The 10-year U.S. Treasury yield hit its highest intraday yield in 15 months during the quarter.

Assessing the Equity Market Impact of the Coronavirus for Institutional Investors

Since the first illness was reported in China in December 2019, the coronavirus has affected over 80,000 people globally and caused nearly 3,000 deaths, with reports almost each day of the virus spreading to additional areas. The majority of the pain so far has been felt in China and by companies with operations there. Many […]

Rocky Ride for Equity Investors at the End of 2018

The fourth quarter saw volatility return with a vengeance, especially in December. While economic worries played a role, a government shutdown, continued trade rhetoric, and broad-based risk aversion also fueled the sell-off