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
Are China’s Pork Pains Inflated?
Pork prices in China are up 70% year over year. But they may be distracting from a more concerning story[…]
US Midterm Elections: The Base Case Scenario and Its Implications
The national midterm elections are tomorrow. As of this morning, Nate Silver’s FiveThirtyEight website is giving the Democrats an 85.6%[…]
Dutch Election Results: What Do They Mean for France?
Global markets breathed a collective sigh of relief last week when it became clear that Geert Wilders’ anti-European Party for[…]
Italian Elections: The Political Climate Heats Up
Markets breathed a sigh of relief as centrist Emmanuel Macron won the French presidency on Sunday, May 7. Despite the[…]
A Trump White House: Potential Impact on US Banks
Donald Trump’s presidential victory may have a mildly positive impact on US banks.
A Trump White House: Potential Impact on the Biopharmaceutical Industry
During the campaign, President-elect Trump talked about several key issues that would impact the biopharmaceutical sector, including drug importation, tax[…]
A Trump White House: Potential Impact on the Auto Industry
The heavy dose of uncertainty that’s been inflicted on this capital-intensive industry by the Trump victory could have a negative[…]
A Trump White House: Potential Impact on Commodities
How President-elect Trump interacts with the GOP will give us clues as to how policy positions could ultimately impact global[…]
A Trump White House: Potential Market Impacts of the US Election
Donald Trump's presidential upset has stunned financial markets, which had heavily discounted a Clinton victory. What might Trump's policy proposals[…]
Britain’s Vote for Brexit: Initial Thoughts
The UK referendum on European Union membership saw 51.9% of voters favor leave, surprising a market that had become confident[…]
Brexit’s Impact on Global Markets
Negotiations post-Brexit will be noisy and prolonged over one to two years, which creates fertile ground for tumultuous swings in[…]
Brexit: The Key Ingredients and What Could Go Wrong
There has been a lot of drama as the UK approaches the expiration of Article 50 (Brexit) in March 2019.[…]
Stay up to date on the latest insights, news and press releases
Many investors face challenges navigating the complexity & fluidity of the financial landscape. Stay informed about market trends & subscribe to our insights & In Short research notes.