Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
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.
This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
Trade related headlines have been overwhelming over the past few months.
After a relatively quiet summer, volatility spiked in October as investors worried about rising rates, peak economic and earnings growth and geopolitical tensions.
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.
2018 has seen the stock market struggle to find direction, as political risks and robust earnings growth have offset one another, complicating the investment landscape.
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.
How public pension funds can enhanve returns while limiting investment costs