Negative effects would occur in the context of an economy less energized by fiscal stimulus than was the case last year.
Falling stock prices and higher market volatility this week have rattled some investors. While we believe that this selloff is probably not the start of a much larger downturn, it does serve as a reminder that we are in “late cycle”
After a relatively quiet summer, volatility spiked in October as investors worried about rising rates, peak economic and earnings growth and geopolitical tensions.
Equity solutions for volatile markets
Long-term Capital Market Assumptions 2017 Theme-Credit cycles
Over the past few weeks, futures markets have begun pricing in an increasing chance that the Federal Reserve (Fed) will cut interest rates at its July meeting. This has also been reflected in the cash bond market, where yields out to the 6-month maturity
Trade barriers, once constructed, are not easy to remove and their implementation is likely provide a slower backdrop for financial market performance.
Assessing the impact and possible evolution of Fed policy
We have now seen actions, rather than just rhetoric, on U.S. China trade in a broad sense. While it will take markets some time to fully and appropriately price in the impact, it was encouraging to see markets not react too poorly to the first round of ta
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