Explore our thinking about today's financial markets

Capital Markets Outlook

No break from Brexit

No break from Brexit

August 3, 2016  |  Capital Markets Outlook

A number of events on the horizon could shock markets like the U.K.’s June referendum

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Fixed Income Outlook

Brexit spillovers, real and imagined

Brexit spillovers, real and imagined

August 9, 2016  |  Fixed Income Outlook

We expect Brexit will pose an economic challenge to the United Kingdom, but will have limited impact on the global economy and global interest rates.

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Equity Outlook

Assessing the risks of seeking safety

Assessing the risks of seeking safety

August 9, 2016  |  Equity Outlook

After stretches of being comfortable with risk, investors have repeatedly fled to defensive areas of the market — a pattern that presents opportunities as well as risks for equity investors worldwide.

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