Theresa May Calls for Snap Election

April 19, 2017 | International Markets

On Tuesday, British Prime Minister Theresa May called for a snap election on June 8, hoping to consolidate power and strengthen her Brexit negotiating position against the European Union.

Monthly Outlook - April

April 05, 2017 | Market Commentary

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

REITs: Can the Best Performing Asset Class Maintain its Crown?

April 03, 2017 | Investment Themes

Since the U.S. recession ended in 2009, the real estate sector has outperformed the broader equity market. The MSCI US REIT Index has returned over 20% on an annualized basis versus the S&P 500’s 15% return. Further, Real Estate Investment Trusts (REITs) have been the best performing asset class in the market over the past 15 years...

Emerging Markets Update: A Hybrid Approach to Investing

March 21, 2017 | Emerging Markets

The Global Financial Crisis forcibly aligned emerging market macroeconomic and monetary policy cycles. But, as we move further from the trough, emerging markets are becoming increasingly less homogeneous.

Federal Reserve Hikes Rates, Ushers in Accelerated Pace

March 16, 2017 | Fixed Income

In a widely expected move, on Wednesday afternoon, Federal Reserve policymakers chose to hike interest rates by a quarter of a percentage point to a range of 0.75 to 1.00 percent...

Emerging Markets Update: Trends Affecting Emerging Markets

March 09, 2017 | Emerging Markets

Entering 2016, many emerging market countries continued struggling to find a new growth model in the aftermath of the Global Financial Crisis. While economic growth in emerging markets briefly rebounded...

Monthly Outlook - March

March 07, 2017 | Market Commentary

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

Stocks Surge and Uncertainty Looms Following President Trump’s Address

March 02, 2017 | Market Commentary

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...

Unearthing Opportunities in Biotech

February 22, 2017 | Investment Themes

A number of defining characteristics of markets and economies signal a more challenging environment for investors. Economic growth in the U.S. and abroad remains sluggish, valuations are generally on the expensive side of neutral, forward return expectations are relatively muted...

2017 Could be the Year of the Active Manager

February 10, 2017 | Active Management

It has been said that those who do not learn from history are doomed to repeat it. With the value of active management called into question in recent years, we are compelled to consider our history to see what we might be able to glean about the reality of today’s environment.

Monthly Outlook - February

February 08, 2017 | Market Commentary

Monthly Outlook video for February provides an update on the US and global economy; including the impacts of President Trump, the ongoing Brexit negotiations, fixed income, and more.

Marc Bushallow

Marc Bushallow

Managing Director, Fixed Income

Fed Raises Rates: Implications for Fixed Income Investors

December 23, 2016 | Fixed Income

The Federal Open Market Committee (FOMC) unanimously decided to increase the federal funds target rate by 25 basis points last week, moving the target range from 0.25–0.50% to 0.50–0.75%. This is the second rate hike in over a decade; the federal funds target rate was last raised in December 2015, also by 25 basis points.

These Remarkable Times Continue

December 22, 2016 | Market Commentary

There’s been no shortage of press regarding U.S. equity markets hitting all time highs following the U.S. presidential election. In the weeks subsequent to the election, the S&P 500 Index rose nearly 3% as of November end, largely driven by sharp upward moves in Energy, Financial, and Industrial stocks.

Italian Prime Minister Resigns

December 05, 2016 | Market Commentary

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.

Is Japan Passing the Baton from Monetary to Fiscal Policy?

December 01, 2016 | Market Commentary

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.

Americans Elect a New President – Time to Move Forward

November 09, 2016 | Market Commentary

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.

Monthly Market Update - November

November 03, 2016 | Market Commentary

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.

Presidential Politics and the Impact of Populism

October 26, 2016 | Market Commentary

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.

The U.S. Consumer: A Potential Bright Spot

October 12, 2016 | Market Commentary

Wage growth in the U.S. is finally starting to trend upward. Could the American consumer be poised for a turnaround?

Monthly Market Update - October

October 10, 2016 | Market Commentary

Research Communication Strategist Tom Patterson discusses our perspective on central bank policy, the US election, and the US and global economies in our October Monthly Market Update.