Explore our thinking about today's financial markets

Does the market rally really depend on Trump?

Does the market rally really depend on Trump?

January 19, 2017  |  Equity

The bullish case for stocks assumes that the Trump tax reforms and spending increases will be implemented, but Washington can be unpredictable.

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Capital Markets Outlook


Fixed Income Outlook

The end of the era of unlimited central bank support

The end of the era of unlimited central bank support

October 21, 2016  |  Fixed Income Outlook

The current environment may be relatively benign for risky assets — particularly out-of-index opportunities ranging from high-yield bonds and bank loans to securitized debt and select emerging markets.

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Equity Outlook

Keeping fundamentals in focus as markets shift

Keeping fundamentals in focus as markets shift

October 21, 2016  |  Equity Outlook

Despite the market’s seeming calm through most of the third quarter, a number of undercurrents could challenge equities in the final months of 2016.

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