Full Report: Global Insight

This month's highlights:

Global equity: Buckle up but don’t give up

Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Investors should expect bouts of unnerving volatility, but we argue portfolios should remain committed to equities up to but not beyond their long-term targeted exposure.

PDF link

Global fixed income: Central banks going out for a hike

One month ago, markets had largely expected a relatively tranquil backdrop where most global central banks were at least likely to keep interest rates steady, if not biased toward further cuts this year. But markets are now bracing for the potential of multiple rate hikes from multiple central banks.

PDF link

Regional commentary

Our regional analysts present their views of equity and fixed income markets, the outlook for commodities and currencies, and how to position portfolios.

If you have any questions or need further guidance, please do not hesitate to contact me.

I appreciate the opportunity to serve you and look forward to continuing to help you accomplish your long-term financial goals.