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


July 06, 2017

Monthly Outlook - July

Where are the markets headed during the second half of 2017? We offer our take on this and more in the Monthly Outlook Update video for July.

July 06, 2017

July 2017 Perspective

Growth stocks have had a great start to 2017. As the post-election euphoria wore off, the outperformance of value names and other cyclical sectors gave way to renewed investor interest in companies with capacity to generate their own growth in a slow growth world.

June 27, 2017

Country in Focus: India

India is one of our most preferred countries from a top-down macroeconomic standpoint, not only within the emerging market universe, but within the entire global investment landscape.

June 22, 2017

Webinar: Volatility, Valuations, & Complacency

With volatility at all time lows and elevated valuations, how does complacency factor in? Managing Director of Quantitative Strategies, Christopher Petrosino, and Portfolio Strategist, Darin Leone, discuss balancing risk and reward while seeking opportunities moving forward.

June 09, 2017

Theresa May Loses Parliamentary Majority

In April, British Prime Minister Theresa May called for a snap election to be held June 8 in an effort to consolidate power and strengthen her Brexit negotiating position against the European Union.

June 06, 2017

Monthly Outlook - June

Despite optimism, U.S. economic growth has remained slow. What needs to happen to create meaningful change? We discuss this and more in our Monthly Outlook Update for June.

June 06, 2017

June 2017 Perspective

Recall that in late 2016, we shifted our U.S. and global macro overviews, stating that while growth may marginally improve, we expected it to remain bound within the post-global financial crisis range. We stand by this view.

June 01, 2017

Campaign Promises and Political Reality

President Donald Trump won the presidency with a platform focused in part on bringing manufacturing jobs back to the United States, promising to usher in a new “Industrial Revolution.” In 2016, manufacturing accounted for approximately 12% of U.S. GDP, or about $2 trillion. Despite its importance to the economy, however, the manufacturing industry is no longer the major employer it once was.