Explore our thinking about today's financial markets
Fed actions create a long-term opportunity
June 27, 2018 | Asset allocation
We believe fiscal stimulus will lead the Fed further down the tightening path, and could potentially create long-term opportunity.
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Capital Markets Outlook
Politics and protectionism may restrain economic momentum
July 6, 2018 | Capital Markets Outlook
Trade war and tighter Fed policy put pressure on the global financial system.
Fixed Income Outlook
Growth remains steady amid higher rates, market swings
April 25, 2018 | Fixed Income Outlook
Global growth prospects are expected to remain solid in 2018.
Equity Outlook
Assessing market themes after a challenging quarter
May 1, 2018 | Equity Outlook
Tariffs and geopolitical tensions have implications for equity markets, but not all the impacts are negative.