Markets & Economy

Perspective on what’s trending in the markets and
how it impacts investors


Vantage

A top down view of global economic trends


Our View

Thought-provoking topics & themes influencing today's financial decisions


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Featured Topic: Market Commentary


December 08, 2016

December 2016 Perspective

Our December Perspective provides our view on the latest US and global economic news. This month’s edition includes updates on China, England, fixed income, and our US outlook in the wake of the election.

December 05, 2016

Italian Prime Minister Resigns

Italian Prime Minister Matteo Renzi has tendered his resignation after the country voted “No” on a referendum of proposed constitutional changes that he championed. Learn more about our perspective and what this could mean for investors in our new post.

December 01, 2016

Is Japan Passing the Baton from Monetary to Fiscal Policy?

For more than 20 years, Japan’s policy makers have thrown everything but the kitchen sink at the economy to boost growth. We provide an update on their latest tactics and our perspective on the country moving forward.

November 09, 2016

Risks and Opportunities in 2016

Our new video discusses areas of opportunity and risk in 2016 and beyond.

November 09, 2016

Americans Elect a New President – Time to Move Forward

Trump defeated Clinton yesterday to become the 45th president of the United States, and global markets initially fell this morning in reaction. We discuss our take on the result as long-term investors.

November 03, 2016

Monthly Market Update - November

Research Communication Strategist Tom Patterson discusses our economic outlook for November 2016, including a discussion on the U.S. election, a hard Brexit, consumer spending, Brazil, and more.

November 03, 2016

November 2016 Perspective

The advance estimate of U.S. real GDP growth for the third quarter came in at a 2.9% annual rate, up from the second quarter’s 1.4% growth. While this was the best reading in two years...

October 26, 2016

Presidential Politics and the Impact of Populism

Populism is on the rise, as evidenced by the Brexit in the UK and candidates like Donald Trump and Bernie Sanders in the US. Our new video discusses why this is happening and what it means for investors.