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


May 10, 2017

Country In Focus: France

France has been in the news recently due to its contentious presidential election. Our newest Country in Focus goes beyond the headlines to examine the world’s sixth largest economy.

May 05, 2017

Monthly Outlook - May

We consider how European politics, the Fed, and tax reform will affect the markets in our new Monthly Outlook video.

May 05, 2017

May 2017 Perspective

Domestic and international political uncertainties led to a significant risk-off move during April, driving a further reversal of the reflation trade and a mild flight to safe haven assets.

May 01, 2017

The First 100 Days, an Investor’s Perspective

Markets rode a rollercoaster during President Trump’s first 100 days in office. We look at some of the most noteworthy events for his administration.

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.