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August 15, 2017 | Market Commentary
Our top down commentary over the past several quarters has consistently maintained the view that while the economy has moved later cycle, there are few observable extremes that suggest a major recession or bear market is imminent. This has been the correct interpretation to date, but the …
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All AudiencesJuly 06, 2017 | Market Commentary
Where are the markets headed during the second half of 2017? We offer our take on this and more in the Monthly Outlook Update video for July. Read our July Perspective for a more thorough summary of the current market environment.
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All AudiencesJune 27, 2017 | Market Commentary
India is one of our most preferred countries from a top-down macroeconomic standpoint, not only within the emerging market universe, but within the entire global investment landscape. The country offers what we consider to be a scarce combination of rapid growth, improving macro fundamentals ( …
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All AudiencesJanuary 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 to Europe, Japan remains at the forefront of …
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