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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. Read our June Perspective for a more thorough summary of the current market environment.
June 06, 2017 | Market Commentary
Recall that in late 2016, we shifted our U.S. and global macro overviews, stating that while growth may marginally improve, we expected it to remain bound within the post-global financial crisis range. We stand by this view.
May 10, 2017 | Market Commentary
The French Republic is a member state of the European Union, the sixth largest nation in the world by GDP, and the seventh largest exporter. It has numerous structural strengths including a well-diversified, modern, and efficient economy benefitting from a highly educated and wealthy population, …
May 05, 2017 | Market Commentary
We consider how European politics, the Fed, and tax reform will affect the markets in our new Monthly Outlook video. Read our May Perspective for a more thorough summary of the current market environment.
April 19, 2017 | International Markets
On Tuesday, British Prime Minister Theresa May called for a snap election on June 8, hoping to consolidate power and strengthen her Brexit negotiating position against the European Union. PM May is currently an unelected leader, appointed to the role in an internal, Conservative party …
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 …
April 05, 2017 | Market Commentary
Our monthly outlook video includes our perspective on interest rates, consumer sentiment, politics, and more. Read our April Perspective for a more thorough summary of the current market environment.
March 07, 2017 | Market Commentary
How will today’s headlines affect tomorrow’s investments? Our outlook video for March provides our perspective on the latest economic news.
March 07, 2017 | Market Commentary
Two of the first pieces of national economic news released each month are the Institute for Supply Management (ISM) Reports on Business. The first report covers the manufacturing sector, which is followed by a release covering non-manufacturing activity. These surveys can have a meaningful …
February 08, 2017 | Market Commentary
Monthly Outlook video for February provides an update on the US and global economy; including the impacts of President Trump, the ongoing Brexit negotiations, fixed income, and more. Read our February Perspective for a more thorough summary of the current market environment.
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