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.
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
Investors are concerned about the deterioration of corporate debt quality.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
At its July meeting, the U.S Federal Reserve (the Fed) cut rates for the first time since December 2008.
Now is an opportune time for investors to reassess whether passive bond investing can deliver on their fixed income allocation objectives.
Assessing the impact and possible evolution of Fed policy
This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.