Will a stronger dollar make a difference?
Top questions on the minds of investors. See what your peers are asking and read answers from our team of Global Market Strategists.
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What is the latest in the China U.S. trade dispute?
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
U.S. elections: A populist victory
After a long and brutal U.S. Presidential election campaign, Donald Trump has emerged victorious, with Hillary Clinton conceding in the early hours of the morning, and Trump congratulating her on a hard-fought campaign.
India and Mr. Modi: A progress report
This bulletin reviews the progress made in India's current reform agenda.
Weekly Bond Bulletin: Searching for value in emerging markets
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.
Get invested, stay invested: Navigating volatile markets
Market volatility has come back with a vengeance. However, higher market volatility is normal in the later stages of an economic cycle.
Europe's recovery: From caterpillar to butterfly?
This paper examines the recovery progress seen in European markets since the start of 2015.
The State of States, 2018
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.
How will the Brexit negotiations conclude?
We believe the Brexit negotiations will conclude with a relatively “soft” Brexit. But, as current media headlines show, there are still a number of compromises that need to be made on both sides to seal the deal.
Is the global economy slowing?
Trade barriers, once constructed, are not easy to remove and their implementation is likely provide a slower backdrop for financial market performance.