Explore our thinking about today's financial markets

Fed actions create a long-term opportunity

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

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.

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Fixed Income Outlook

Growth remains steady amid higher rates, market swings

Growth remains steady amid higher rates, market swings

April 25, 2018  |  Fixed Income Outlook

Global growth prospects are expected to remain solid in 2018.

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Equity Outlook

Assessing market themes after a challenging quarter

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.

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