Top questions on the minds of investors. See what your peers are asking and read answers from our team of Global Market Strategists.
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
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
This bulletin reviews the progress made in India's current reform agenda.
Michael looks at the midterms: GOP gains in the Senate, an historic loss in the House given economic and market conditions, and what it means for investors.
A relatively benign G20 summit and expectations for easier financial conditions ahead have boosted demand for emerging market debt. However, areas of value can still be found.
In this year’s Holiday Eye on the Market, Michael records a note to his spouse on her father, the 2020 US Presidential election, and what might be the widest ideological divide in 100 years.
In this Eye on the Market, Michael provides an update on the credit risk of US states based on their unfunded pension and retiree healthcare obligations.
This paper examines the recovery progress seen in European markets since the start of 2015.
Market volatility has come back with a vengeance. However, higher market volatility is normal in the later stages of an economic cycle.