Explore our thinking about today's financial markets

Capital Markets Outlook

The market’s greatest risk may be political

The market’s greatest risk may be political

October 17, 2016  |  Capital Markets Outlook

While political risks could undercut the post-Brexit rally, the policy environment remains supportive enough to maintain a slightly bullish outlook.

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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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