With returns likely more sparse and volatility likely more frequent, knowing what you own will prove paramount with regard to portfolio construction.
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.
Assessing the impact and possible evolution of Fed policy
Equity investors spend a lot time looking for where earnings growth will be strong; what doesn't get as much attention is what happens after they're generated.
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
The yield curve inversion, has become a trusted signal of impending economic turmoil due to the close historical relationship between inversions and recessions.
The growing amount of negative yielding debt overseas is weighing down on U.S yields as Treasuries become the best house in a bad neighborhood.
At its July meeting, the U.S Federal Reserve (the Fed) cut rates for the first time since December 2008.
The current earnings season has been mixed; lower energy prices and a stronger dollar are headwinds, but health care sector M&A is providing an offset.