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


Optimizing Your Cash With a BDIA

Institutions are quickly realizing that this is not the same world it once was - and it's never been more important to develop their cash management strategies.


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Featured Topic: Market Commentary


April 21, 2017

Research Note - April 2017

Sentiment has improved in recent months, but actual economic growth has not kept up. At what point should you consider portfolio adjustments? We discuss hard data vs. soft data in our Research Note.

April 05, 2017

Monthly Outlook - April

Our monthly outlook video includes our perspective on interest rates, consumer sentiment, politics, and more.

April 05, 2017

April 2017 Perspective

Our April 2017 Perspective offers our take on the U.S. and global economy; including updates on the recent U.S. fed funds policy interest rate hike, Brexit, scandal in South Korea, and more.

March 23, 2017

Webinar: Economic Expectations vs. Economic Reality

In recent months, there has been a marked improvement in economic expectation surveys of both consumers and businesses. How do we put these surging expectations into proper context considering where the United States is in the economic cycle? Managing Director of Quantitative Strategies, Christopher Petrosino, and Portfolio Strategist, Colby Feane, discuss moving forward.

March 07, 2017

Monthly Outlook - March

How will today’s headlines affect tomorrow’s investments? Our outlook video for March provides our perspective on the latest economic news.

March 07, 2017

March 2017 Perspective

Two of the first pieces of national economic news released each month are the Institute for Supply Management (ISM) Reports on Business. The first report covers the manufacturing sector, which is followed by a release covering non-manufacturing activity. These surveys can have a meaningful influence on investor and business confidence...

March 03, 2017

Research Note - March 2017

Since the surprising results of the U.S. presidential election in November, the equity markets (especially those in the U.S.) have generally marched steadily upward. In fact, through mid-February, almost all major global equity indices have generated positive returns year-to-date.

March 02, 2017

Stocks Surge and Uncertainty Looms Following President Trump’s Address

In his first major speech since inauguration, President Donald Trump addressed his laundry list of outstanding campaign promises with a more conciliatory tone. Many political commentators approved of his more measured approach, but specifics remain absent...