Active insights

Cautious optimism

Lower rates, trade truce may buoy markets and growth.

Download Chris Galipeau's summary on the real GDP, equities, and where rates are headed next.

Read our market outlooks

A market of mixed messages

A market of mixed messages

We enter the final quarter of the year with a somewhat puzzling backdrop for equity investors.

Equity Outlook  |  Q4 2019

Facing facts of a creeping contraction

Facing facts of a creeping contraction

As late-cycle signals grow louder, it's time for tactical caution across asset classes.

Capital Markets Outlook  |  Q4 2019

Bonds rally as the Fed signals possible rate cut

Bonds rally as the Fed signals possible rate cut

The global economy has cooled in 2019 as the fallout from the ongoing trade rifts, waning business confidence, and financial market volatility have kept the lid on expansion.

Fixed Income Outlook  |  Q3 2019