Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Investors are concerned about the deterioration of corporate debt quality.
The U.S. economy should slow but not stall in 2019 due to fading fiscal stimulus, higher interest rates and a lack of workers. Even as unemployment falls further, inflation should be relatively contained.
Assessing the impact and possible evolution of Fed policy
This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
Now is an opportune time for investors to reassess whether passive bond investing can deliver on their fixed income allocation objectives.
Markets have bounced back nicely in 2019 after a volatile December due to concerns of rising rates, peak economic and earnings growth and geopolitical tensions.
While increased volatility may be on the horizon, strong earnings growth will prevent minor pullbacks from becoming more severe and will support a continued rise in U.S. equity markets in the face of rising rates.