More of our insights
Traditional assets are struggling in 2018
See why increased volatility and minimal returns across domestic and global markets could continue through the year end.
Volatility is back after a long decline
Read why investor expectations of near-term volatility have jumped this month, and why more volatility may be on its way.
Volatile start to Q4 as interest rates jump
See how the recent, rapid sell-off in stock and bond markets has impacted fixed income assets.
Earnings guidance trails off as economic data remains firm
See how the drivers behind the long-running bull market are evolving as we reconcile strong economic data with markedly below-average Q3 earnings-per-share guidance.
When will volatility revert to its long-term average?
See how recent market volatility compares to its long-term average and what could drive it higher.
Has corporate revenue growth reached its peak?
See why revenue growth forecasts for the rest of 2018 show a pronounced decline despite a strong projection for Q2.