Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
China's GDP is on the cusp of middle income status. Discover the implications for financial markets, and whether it’s a good time to invest in China.
The S&P 500 could hit 10,000 by the mid-2030s
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
An update from the front lines of the Trade War, with a focus on implications for investors
The theory of negative interest rates is straightforward, but the practice is not. What do negative rates mean for savers?
CIO Perspectives: Healthcare investment approaches and enterprise-level considerations
Implications for insurance capital requirements