The Market’s Bad-Breadth Problem

Join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.

Investors face “sticky” inflation, equity-market concentration and expectations that U.S. interest rates may be higher for longer. We examine recent global-markets trends to help as asset allocators and portfolio managers determine their next move.

Investor sentiment has improved since the recent banking turmoil, and a soft landing for the U.S. economy seems possible. But there is geographic fragmentation, with China’s post-lockdown recovery potentially stalling. What could it mean for markets?