Sticking with our strategic views
• We still prefer equities over fixed income on a strategic horizon, but we moderate our stance after this year’s… »
Turning neutral on DM equities
• We cut developed market (DM) equities to neutral on a risk of the Fed talking itself into overtightening policy… »
Why we still prefer stocks over bonds
·We recently cut risk, but stick with stocks over bonds for now. Equity prices now reflect much of the worsening… »
Wage-price spiral ahead? Not really
• We don’t see a wage-price spiral. Companies are actually paying less in labor per unit of output, we find.… »
Asia insights
Upgrading Japan stocks Japanese equities did not escape completely unscathed in the year-to-date selloff in risk assets – yet are… »
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