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.