Markets & Economy » Monthly Outlook - August

August 08, 2017 | Market Commentary

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

August 2017 Perspective

August 08, 2017 | Market Commentary

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.

July 2017 Perspective

July 06, 2017 | Market Commentary

Growth stocks have had a great start to 2017. As the post-election euphoria wore off, the outperformance of value names and other cyclical sectors gave way to renewed investor interest in companies with capacity to generate their own growth in a slow growth world.

Markets & Economy » Monthly Outlook - June

June 06, 2017 | Market Commentary

Despite optimism, U.S. economic growth has remained slow. What needs to happen to create meaningful change? We discuss this and more in our Monthly Outlook Update for June.

Markets & Economy » Rising Investor Sentiment May Mean Little for the Economy

May 24, 2017 | Market Commentary

The post-election confidence boom that drove fresh market highs appears to be waning. Confidence-driven trades swing both ways, and should optimism fully revert, we could see increased short-term volatility.