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

What happened to value stocks?

What happened to value stocks?

Our views on the valuation spread, why investors don't want value, and which approaches may work best in the changing equity landscape.

Equity Outlook  |  Q3 2019

Caution with a chance of bearishness

Caution with a chance of bearishness

We are shifting our tactical allocations as weaker data give us doubts about current earnings expectations.

Capital Markets Outlook  |  Q3 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