TOOLS AND RESOURCES
LISTEN OR READ Dr Kelly's week ahead
"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, CHIEF GLOBAL STRATEGIST
Featured Market Insights
The Fed: More hawkish, but what did you expect?
As expected, the Federal Reserve raised its target for the federal funds rate to a range of 1.75%-2.00% today. Both the language in its statement and its economic projections were more hawkish than in its May and March meetings respectively.
The LIBOR spike
One of the most important interest rates in global financial markets, U.S. LIBOR, has spiked causing some investors to fear that there is a fundamental problem with the global interest rate market.
Investors eye the negotiating table: Rebalancing China-U.S. trade and markets
Trade tensions continue to rise between China and the U.S. Little progress was made at the most recent meeting between top economic policymakers in Beijing, meaning investors will have to keep a watchful eye on this issue, which will likely continue to spur market volatility.
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.