Active insights

Making sense of recession risk

Behind the flattening yield curve and trade tariffs.

Read our market outlooks

Is the path paved to 5,000 on the S&P?

Is the path paved to 5,000 on the S&P?

What's in store for equities? We consider a number of factors that could drive stocks higher.

Equity Outlook  |  Q1 2020

Facing facts of a creeping contraction

Facing facts of a creeping contraction

As late-cycle signals grow louder, it's time for tactical caution across asset classes.

Capital Markets Outlook  |  Q4 2019

Bond rally reflects economic uncertainty

Bond rally reflects economic uncertainty

Global growth has cooled in 2019 as trade conflicts have taken a toll on international manufacturing, investments, and financial markets.

Fixed Income Outlook  |  Q4 2019