Explore our thinking about today's financial markets

Difficult conditions persist in emerging markets

Difficult conditions persist in emerging markets

June 19, 2019  |  Equity

The trajectory of China’s economy, the outcome of global trade tensions and local elections will determine the performance of emerging-market assets.

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Capital Markets Outlook

Caution with a chance of bearishness

Caution with a chance of bearishness

July 9, 2019  |  Capital Markets Outlook

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

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Fixed Income Outlook

Bonds rally as the Fed hits the pause button

Bonds rally as the Fed hits the pause button

April 24, 2019  |  Fixed Income Outlook

The outlook for global growth has cooled in 2019.

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Equity Outlook

What happened to value stocks?

What happened to value stocks?

June 14, 2019  |  Equity Outlook

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

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