A summary of the factors driving global markets over the last month.
The S&P 500 could hit 10,000 by the mid-2030s
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
Discover why US stocks consistently outperform their European counterparts in the post-crisis period with a comparitive look at tech & financial sectors.
In the wake of the Global Financial Crisis, all eyes are on dynamic, responsive funding strategies that can deliver long-term goals in a risk-aware way.
Mario Draghi reacted to the increased economic risks to the economic outlook with a bold package of monetary easing measures.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
Today the Bank of England’s (BoE) Monetary Policy Committee met, and voted by a majority of 7-2 to keep the policy interest rate at 0.75%.
Equities continue to look attractive relative to fixed income, and could very well move higher in the short-term given firmer economic data and a Fed on hold.
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.