Insights
Our professionals offer deep knowledge and experience in a diverse range of global asset classes and market sectors. Tap into our investment insights to stay informed with timely analysis and thoughtful commentary.
Filters:
Clear AllAll Insights
Third Quarter Investment Outlook
Global growth has been less synchronized lately, but I’m not sounding the alarm. The US economy is approaching its fastest[…]
Q4 Investment Outlook
With limited evidence of excess in the global financial system and mostly low interest rates around the world, I am[…]
Fourth Quarter Investment Outlook
We think an outright recession in the next 12 months is unlikely, but we need to see a cyclical pickup[…]
The Brexit Beat – Some Certainty Amid Uncertainty
Never a dull moment in UK politics. The EU finally granted the UK a Brexit extension to January 31, with[…]
The Brexit Beat – Boris vs. Parliament: From Optimism to More Uncertainty
UK Parliament held two key Brexit votes today. UK Prime Minister Boris Johnson won the first vote, support for the Withdrawal[…]
Trump’s Tax Proposal: The Opening Move in a Poker Game
Think of this as the opening move in a poker game. It’s unlikely that any of these proposals will come[…]
Manufacturing & Exports: The Good, The Bad & The Ugly
The ISM’s US manufacturing surveys are widely recognized gauges of economic health. They’ve taken us on a ride in recent[…]
Friday Fact: Federal Deficit on Track to Pass $1 Trillion in FY 2019
The federal deficit hit $779 billion in fiscal year 2018. This was the highest level since the $1.09 trillion deficit[…]
Political Games in the EU: Playing Chicken
Fans of the “Fast & Furious” movies know the game of chicken. Two cars race toward each other, each driver[…]
Friday Fact: Indicators of a Hot Economy
It may be chilly outside this spring, but two data releases this week indicate that the US economy is running[…]
Friday Fact: Consumers Are Divided on Business Conditions
I noticed an interesting result in the Conference Board’s most recent Index of Consumer Confidence in March. The percentage of[…]
Volatility Returns in a Big Way: Our Reaction
Volatility returned in a big way earlier this week. Over the past few trading sessions, equity market volatility as measured[…]
Stay up to date on our latest research-driven insights.
We offer heightened perspectives to help you stay ahead. Subscribe to our “In Short” research notes.