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US Private Wealth 1st Quarter Market Commentary

US Equity
Apr 12, 2021

The impressive recovery that we saw in 2020 continued into 2021, with a significantly improved macroeconomic outlook resulting from an accelerating vaccine rollout and an unexpectedly generous fiscal program designed to support demand and fast track job creation.

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Carolyn N. Dolan
Executive Vice President, Head of US Private Wealth
Joseph A. Abraham
Senior Vice President, Direct Client Investments
Josefa Palma
Assistant Vice President, Direct Client Investments

Market Update from the Global Asset Allocation Team – April 2021

General
Apr 10, 2021

The macroeconomic outlook continued to gather momentum heading into the second quarter as the global vaccine campaign accelerated, while plans for large-scale fiscal spending in the US also emboldened calls for a rapid recovery through 2021.

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Candice Bangsund
Vice President and Portfolio Manager, Global Asset Allocation

ESG in Credit Risk and Ratings Podcast

ESG & Impact Investing
Mar 5, 2021

Judy Wesalo Temel, Senior Vice President, Director of Credit Research, spoke with Sixtine Dubost (Principles for Responsible Investment) and Patrick Welch (Kroll Bond Rating Agency, LLC) about how environmental factors affect the probability of default of an issuer or of a bond issue and why their relevance is increasing.

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Judy Wesalo Temel
Senior Vice President, Director of Credit Research

Texas Power Outage

General
Feb 26, 2021

In this commentary, Reese Trucks, Vice President, Credit Research, discusses the recent power outage in Texas and what this means for future policy decisions.

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Reese K. Trucks
Reese K. Trucks
Vice President, Credit Research

Opportunities in UK Real Estate

Alternatives
Jan 29, 2021
3:15

In this short video we outline the opportunities for UK real estate as a result of the radical change that’s happening from Brexit, Covid, climate change and the effects of new technologies transforming our physical environment. We will also explain why investors are buying real estate and where they should be looking in 2021.

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Strategy Commentaries

Strategy Commentary

Please note that strategy commentaries can now be found on their respective strategy pages under Documents.

Equity strategies
Fixed Income strategies