Explore our thinking about today's financial markets
Capital Markets Outlook
July 9, 2019 | Capital Markets Outlook
We are shifting our tactical allocations as weaker data give us doubts about current earnings expectations.
Fixed Income Outlook
July 26, 2019 | Fixed Income Outlook
The global economy has cooled in 2019 as the fallout from the ongoing trade rifts, waning business confidence, and financial market volatility have kept the lid on expansion.
June 14, 2019 | Equity Outlook
Our views on the valuation spread, why investors don't want value, and which approaches may work best in the changing equity landscape.
The views and opinions expressed are those of the speaker, are subject to change with market conditions, and are not meant as investment advice.