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


September 20, 2017

The True Cost of Higher Education

Student loan debt is a $1.3 trillion problem in the United States, and it’s showing few signs of slowing down. On average, borrowers owe a staggering 70% more upon graduation than their predecessors just a decade ago.

September 14, 2017

The Consumer Debt Burden [Infographic]

U.S. household debt has surpassed previous peak credit bubble levels. Check out our new infographic on proliferating consumer debt.

September 12, 2017

Economic Recovery from a Natural Disaster

With Hurricanes Harvey and Irma hitting the sun belt of the United States, natural disasters are taking a devastating toll on life and property. Our hearts go out to all those affected. In this blog, we explore the economic effects of natural disasters.

September 11, 2017

Monthly Outlook - September

Our Monthly Outlook Update provides our perspective on North Korea, the Whole Foods/Amazon deal, fixed income, and more.

September 07, 2017

September 2017 Perspective

Amid the tumultuous political landscape, it seems unreasonable to expect the combination of political uncertainty and financial market calm to last in perpetuity. We feel it is important for investors to prepare for potentially attractive investment opportunities that may arise when volatility eventually returns.

August 15, 2017

Research Note: Watching for Late Cycle Warning Signs

Our top-down commentary over the past several quarters has consistently maintained the view that while the economy has moved later cycle, there are few observable extremes that suggest a major recession or bear market is imminent.

August 08, 2017

Monthly Outlook - August

We talk policy implementation, recession odds, and opportunity in Europe in our Monthly Outlook Update video for August.

August 08, 2017

August 2017 Perspective

After surging to overly optimistic levels following the U.S. presidential election, business and consumer confidence now appear to be normalizing after generating no major shift to the economic trajectory of the U.S.