Global Market Strategy

By Esty Dwek

Market Flash - May 2021

"While the reflation stalled in recent weeks, it should ramp up again with cases rolling over and reopening prospects improving." Esty Dwek gives her analysis for this month.

Insights – In-depth research into key macroeconomic and market trends

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Midyear Outlook: Growth – but New Risks – Ahead

Global Market Strategist Esty Dwek discusses prospects for growth, inflation, and evolving risks in the second half.

Lessons from 100 Days of Biden

What President Biden’s first 100 days have told us about his priorities, how US-China relations may be, and which policies might impact global markets are analyzed.

Post-Pandemic Markets: Why Reflation May Not Equal Inflation

Despite a vastly increased global money supply, enduring economic challenges related to the pandemic are likely to limit near-term inflation risk.
Perspectives – Monthly asset allocation strategy for durable portfolio construction

Yields Take Off: How Might Markets React?

While the question of how high bond yields may rise is important, equity market fundamentals continue to look strong for the near term.