More of our insights
Equity markets have been telling the wrong story
Falling yields, a perfect storm of policy uncertainty and the looming economic slowdown mean investors should prepare for higher volatility.
“Boy, that escalated quickly!” | U.S.-China trade tensions upend complacency
U.S.-China trade negotiations imploded, causing stock market complacency to quickly evaporate.
Q2 2019: Anatomy of a slowdown
Higher wages have not spread to broader inflation but could still impact financial markets.
Yield curve inversion and recession jitters
Interest rates take a big step down | The yield curve inverts and alarm bells sound | The economy is cruising along, but risks loom
Equities sail into late-cycle headwinds
The end of 2018 may not have been a temporary rough patch for traditional equity investments, but the beginning of what could be a more extended period of challenged profits and heightened volatility.
Income investors will face challenges despite solid economy
A projected slowdown in growth means investors need to look beyond core fixed income to generate improved performance from their income investments. Chief U.S. Economist Lara Rhame explains.
