Explore research driven analysis of evolving market themes.
October 12, 2017
2017 is a rare year without a stock market correction of at least 5%, but that doesn't make a correction more likely in the fourth quarter.
How the Japan election may influence global interest rates
The Japan election could have consequences for the future leadership of the Bank of Japan and the country's impact on global interest rate trends.
Using and enhancing ESG investment data
ESG data is having investment impact but is still evolving, and stands to benefit from feedback offered by fundamental analysts.
Why there's nothing wrong with a "just right" market
When assessing the markets and economy the media often looks for drama, but headlines are our least-used investment tool.
Value benefits from an expanding economy
Value stocks have lagged the market in 2017, but if the economy continues to expand, rates rise, and the yield curve steepens, this trend could reverse.
Spotting unexpected turns in the growth and value cycle
While a diversified portfolio should include both growth and value, today’s valuations and economy point to a value cycle.
Why investor pessimism may be a good sign
Investor pessimism has historically proven to be reasonably effective as a contrarian investment signal, and market sentiment has plunged again this year.
What two of the best recession signals say today
Two indicators can give the quickest read on whether a recession may be near.
Why Brazil's crisis creates new concerns
The revelations of May 17 may pose a threat to President Temer's administration, and therefore a threat to Brazil's short- and medium-term economic outlook.
Crisis abated, it’s time to dust off the old playbook
Today's pro-cyclical, rising rate environment has a playbook with historical precedent.
Why rates matter to stocks, too
Risk factor analysis shows that equity market sectors that act like “bond proxies” may be more sensitive to changes in interest rates than bonds themselves.
What higher rates mean for income strategies
What do higher rates mean after almost a decade of near-zero rates? It's time to reconsider risk in fixed-income portfolios.
Can Trump follow Reagan's playbook?
Trump administration fiscal policy is expected to be similar to Ronald Reagan's measures, but economic conditions today are much different than in 1981.
Six facts about Dow 20,000
The 20,000 milestone reached by the Dow Jones Industrial Average (DJIA) garnered major media attention, but that’s due more to the fame of the index.
Does the market rally really depend on Trump?
The bullish case for stocks assumes that the Trump tax reforms and spending increases will be implemented, but Washington can be unpredictable.
Taking the temperature of the January effect
Is the so-called January Effect a real opportunity for investors, or is it too well-known to be exploited? We offer a number of perspectives.
See the dove in the Fed's dot plot
The market sees a more hawkish Fed in the December 2016 rate hike, but we see see signs of a dove in the Fed's dot plot.
Watch the euro as Italy votes
We are watching the referendum in Italy this weekend for yet another existential crisis for the euro.
Diversifying stable value with traditional GICs
Stable value portfolios that avoid traditional GICs may be missing a diversification opportunity that also offers liquidity.
Negative interest rates explained
Today's unorthodox central bank policies have made negative interest rates more normal, with potential consequences for government bonds and the banking sector.
Proceeding toward Brexit: The risks for investors
With the United Kingdom beginning to move forward with Brexit, we see risks to the economy, the pound, and the markets.
The views and opinions expressed are those of the speaker, are subject to change with market conditions, and are not meant as investment advice.