Research Note - April 2017

April 21, 2017 | Market Commentary

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.

Research Note - March 2017

March 03, 2017 | Market Commentary

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.

Country In Focus: Japan

January 09, 2017 | Market Commentary

Japan seems to have fallen off the financial media radar of late, so perhaps it is a good time to check in with the world’s third largest economy. Even as the political calendar continues to heat up with the recent U.S. election which now shifts...

Research Note - December 2016

December 22, 2016 | Market Commentary

Does the election of Donald Trump plus a Republican majority in the House and Senate equal a change in our economic overview? We look beyond the splashy headlines to contemplate this question in our new Research Note.

Focusing on Long-Term Return Objectives in a Low Return World

January 22, 2016 | Active Management

Assumptions about future returns are made every day by a wide variety of investors. Defined benefit pension plans rely on return assumptions to calculate funding status and necessary contributions while individual investors use them as a guide to determine if they are properly saving for retirement.

U.S. Labor Market Monitor

December 15, 2015 | Domestic Markets

As the Fed announces December 16 whether a hike in interest rates at this stage of the economic cycle is appropriate, a major consideration of policy officials will be the current state of U.S. labor markets. For an in-depth perspective into the various indicators we monitor to assess the health of labor market activity, we offer our updated chartbook, the United States Labor Market Monitor.