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Global investment capabilities

  • Actively managed investment strategies.

  • Expertise across all asset classes.

  • Collaborative fundamental research.

Against a backdrop of continued political challenges around the world, the global economy continues to do well and markets seem more encouraged by the growth than they are disconcerted by the political volatility.

Currencies part as growth synchronizes

Penciling in a tax cut

Treading lightly toward reform

CURRENT VIEWS

Looking for impact in CEO compensation

It’s important for investors to be able to understand how a company’s performance relates to CEO compensation.

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WEEKLY GLOBAL ECONOMIC UPDATE

November 13


Highlights of the past week, from central bank policies to trade and currency trends.

Market sentiment

U.S.: The University of Michigan's index of consumer sentiment dropped to 97.8 in November from 100.7 in October.

See full update

MARKET OUTLOOKS

Most recent


Fixed Income Outlook  |  Q4/2017

Global growth quickens without inflation

Equity Outlook  |  Q4/2017

What could extend the equity rally?

Capital Markets Outlook  |  Q4/2017

Goldilocks environment to persist, but valuations limit upside

CONTACTS

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