TOOLS AND RESOURCES
Read David’s weekly commentary Listen to the podcast
"A better course of action, when faced with market volatility, is to treat the media narrative with skepticism and run some simple tests on fundamentals, valuation and positioning to decide on what action, if any, should be taken."DR. DAVID KELLY, GLOBAL MARKET STRATEGIST
Featured Market Insights
Shedding light on trade turmoil
Financial markets have reacted negatively to the President’s announcement of tariffs on steel and aluminum, mainly due to fears of a trade war that could reduce global trade.
The real story behind wages
Nominal wage growth has not accelerated as expected post-crisis, leaving observers concerned.
The Fed in 2018: Five things to know
The composition of the Fed will be different in 2018 and will likely be moving in a more hawkish direction.
Often referred to as the 'guide to the Guide', Quarterly Perspectives provides insightful stories and quarterly themes using slides from the Guide to the Markets.
Focusing on different asset classes or regions, Portfolio Discussions help to frame investment conversations using slides from Guide to the Markets.