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Markets & Economy » Can Electric Vehicles Spark Investment Opportunities?

July 18, 2018 | Investment Themes

Part Two of a Two-Part Series In Part One of our Two-Part Series, we discussed broad trends that are unfolding in the electric vehicle (EV) space. Today, we discuss investment implications from the rise in demand for EV-related commodities. In the wake of rising popularity of electrically- …

Library » June 2018 Perspective

June 05, 2018 | Market Commentary

Italian Politics Roil Markets In late May, initial attempts in Italy to form a coalition government between the populist Five Star Movement and the far-right League failed, sparking a political crisis and market turmoil. Italian bond yields surged and the debt of other periphery EU countries …

Markets & Economy » Inflation Worries Are Picking Up

March 19, 2018 | Market Commentary

The Federal Open Market Committee’s two-day policy meeting begins tomorrow, March 20, and investors are assigning a high probability that policymakers will hike interest rates by 25 basis points. With respect to the inflation outlook, the magnitude and frequency of changes to the Fed funds rate …

Library » February 2018 Perspective

February 08, 2018 | Market Commentary

The U.S. Economy US stocks began 2018 right where they left off, marching steadily higher. The synchronized global expansion persisted into the New Year, aiding US economic growth and supporting equity prices. Rising corporate earnings, tax reform, and elevated investor sentiment have each also …

Markets & Economy » It’s Copper’s Time to Shine

June 21, 2017 | Investment Themes

The copper industry has been in a state of duress for the last several years following the end of the China-driven commodity supercycle. This industry pressure led to pricing declines and supply constraints, but with demand predicted to remain stable, we believe the industry is ripe for a multi- …

Library » First Quarter 2017 International Perspective

April 13, 2017 | International Markets

Quarterly Market Review International equity markets turned in very strong performance during the first quarter of 2017, and although developed equities delivered strong returns, emerging markets (EM) were the notable outperformers. EMs generated an over 11% return—nearly double that of …


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