Each month we bring you commentary on the key macro 鈥� and micro 鈥� topics that are moving markets and influencing investors' decisions across the globe.
- Making diversification great again
- American 鈥楿n鈥�-exceptionalism?
- Navigating tariffs
- Buying bonds
- Can anything stop US exceptionalism?
- US election: Assessing the scenarios
- It pays to listen
- A critical window
- Flash update
- Fundamentals, politics, or technicals?
- Three Questions into Q3
- European summer
- What if the Fed doesn鈥檛 cut?
- Keeping it simple
- Offense over defense as global growth broadens
- Flash update
- What about valuations?
- Broadening out
- Sticking the landing
- Liquidity鈥檚 many faces
- Stocks or Bonds?
- A little bit softer now
- Q3 Quarterly Investment Forum
- The importance of bonds
- China鈥檚 weakness a challenge, not a crisis
- Addressing three potential challenges to a soft landing
- Fed raises rates to 22-year high
- SEC Money Market Reform
- The widening path to a soft landing
- 2Q 2023 Quarterly Investment Forum
- Navigating the US debt drama
- Last hike? The US Federal Reserve raises rates and signals potential pause
- Positioning for a 鈥渟low鈥� slowdown
- Quarterly Investment Forum 1Q 2023
- Banking sector stress, not a crisis
- Time for Chinese growth to drive global markets
- Macro Monthly: Evidence of reacceleration
- Picking our spots
- The Return of Yield: Risks and Opportunities
- Job market resilience could prolong the late-cycle
- The good news about bad markets
- 3Q 2022 Quarterly Investment Forum
- Answering three more key questions for the rest of 2022
- Answering three key questions for the rest of 2022
- No painless pivot for risk assets
- The case for commodities
- Time to trade the growth slowdown
- From peak inflation to higher trend inflation
- The yield curve: more noise than signal
- Managing risk in a time of war
- Flash Update
- 2022: The year of pent-up production
- Thinking long-term about surging short-term rates
- Preparing for another round of pent-up demand
- Telegraphed taper no threat to the expansion
- From micro to macro: Lessons from earnings season
- Losing momentum, staying strong
- Navigating the return of inflation risk
- Four investing lessons from China鈥檚 recovery
- Going global at peak US exceptionalism
- Key macro curves confirm more procyclical strength
- The market will test the Fed. The Fed will win.
- New year, same early-cycle recovery
- US election ends, global expansion continues
- It鈥檚 fiscal policy on the ballot
- The dueling threats to US, China tech
- The US dollar鈥檚 undoing
- Reopen vs. reactivate: Lessons from China's experience
- The policy response and its implications
- The case for emerging markets
- 2020 US election & markets: It's complicated
About the authors
Evan Brown,聽Portfolio Manager and Head of Multi-Asset Strategy
Evan Brown,聽Portfolio Manager and Head of Multi-Asset Strategy
Evan聽co-manages 蜜豆视频's Global and US Allocation Funds along with Private Wealth Multi-Asset Portfolios.聽
As head of Multi-Asset Strategy, Evan drives the macro research and tactical asset allocation investment process for over USD 160 billion in client portfolios.
We offer global scale, breadth and depth of solutions to help investors build fully diversified portfolios.
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Introducing our leadership team
Meet the members of the team responsible for 蜜豆视频 Asset Management鈥檚 strategic direction.
