Search
Filter by type
Library
global economyX
Library » Fourth Quarter 2019 International Perspective
October 21, 2019 | Market Commentary
Quarterly Market Review International equities gave back a small bit of year-to-date gains during the third quarter as economic and geopolitical uncertainty weighed on risk taking. Declines in developed market equities were even slighter than the broad market, whereas emerging markets …
Audience
All Audiences
Markets & Economy » Power of AI
September 30, 2019 | Investment Themes
Artificial intelligence (AI) is at the forefront of technology today. As companies advance existing innovations and create new ones, AI will play an increasing role in fueling economic growth. In a recent report, consulting firm McKinsey found that AI could potentially add $13 trillion of …
Audience
All AudiencesMarkets & Economy » Implications of the Saudi Oil Attack
September 17, 2019 | Market Commentary
Oil prices rose double digits yesterday as a series of drone attacks over the weekend knocked out approximately half of all Saudi Arabian crude production. The massive move in crude oil futures became the largest single day rise since 1988, with Brent crude rising nearly 15% on Monday. The drone …
Audience
All AudiencesLibrary » September 2019 Perspective
September 04, 2019 | Market Commentary
Bonds Take Center Stage Fixed income markets stole the show as bond yields sharply and steadily fell all throughout the month. In August, the yield on the US 10-Year Treasury note collapsed 52 basis points (one basis point is 0.01%), sinking from 2.02% to 1.51%. August’s ferocious bond buying …
Audience
All AudiencesMarkets & Economy » The Tourism Trend
August 12, 2019 | Investment Themes
As summer continues on, vacation season is in full swing. If you plan on hitting the road (or air, or water) this summer, you’re in good company. The global tourism industry has grown consistently over the past few decades and shows no sign of slowing down. As disposable incomes rise and …
Audience
All AudiencesLibrary » Third Quarter 2019 International Perspective
July 26, 2019 | Market Commentary
Quarterly Market Review International equities built on a robust first quarter performance with strong results during the second quarter as well. A shift in monetary policy expectations from hawkish to dovish, as well as a modest easing of trade tensions, helped propel the market rally. …
Audience
All AudiencesLibrary » Webinar: Semi-Annual Outlook - Cooling Off After an Endless Summer
July 18, 2019 | Investment Themes
Markets have had a great first half of the year. Stock prices reached new highs, and investors who stayed the course during last year’s selloff have been rewarded. The good times, however, cannot go on forever, and issues such as slowing growth, trade, and politics are …
Audience
All AudiencesLibrary » Semi-Annual Outlook: Cooling Off After an Endless Summer
July 09, 2019 | Investment Themes
After a rocky end to 2018, global financial markets have bounced back. Stocks have showed their resilience. They’ve recovered most, if not all, of last year’s losses, rewarding investors who have stayed the course. Although financial markets appear to be back on solid footing, slower growth, trade …
Audience
All AudiencesLibrary » June 2019 Perspective
June 04, 2019 | Market Commentary
After a strong first four months of the year, global stocks took a step back in May due to worsening geopolitics and trade tensions on several fronts. The US stock market fell 7% for the period.
Audience
All AudiencesMarkets & Economy » Finding Opportunity Amid Trade Turmoil
May 08, 2019 | Market Commentary
After a few months of relative calm, fears surrounding the US-China trade war surprised markets early this week. What happened President Trump sent out two tweets over the weekend that relit the trade war with China and sparked fresh investor consternation over the trade dispute. Mid-day …
Audience
All Audiences