A new trade announcement from the Trump administration has comprehensively overshadowed the Federal Reserve’s first rate cut since the financial crisis. What impact will the most recent round of tariffs have on the economy and on markets?
The strength of the US economy is pushing rates higher, and the US dollar is following suit. But can this cyclical support for the currency continue, or will the structural headwinds prevail?
Weakness in the global economy has been almost entirely driven by the manufacturing sector. With recent data showing tentative signs of a recovery, what could be the implications for bond markets?
Podcast on the challenges participants are facing today
Plan sponsors can put these five steps in place to help participants successfully navigate the path to retirement security.
Implications for passive bond allocations
Now is an opportune time for investors to reassess whether passive bond investing can deliver on their fixed income allocation objectives.
China’s monetary and fiscal efforts to manoeuvre a soft landing and cope with pressure from increased trade tensions are beginning to pay off. What are the broader implications?
With macroeconomic fears dominating the airwaves, the Federal Reserve (the Fed) may need to prepare to take a less predictable course.
The year started with global macro data and quantitative valuations moving in opposite directions. Can this trend continue, or will one side give way?