More of our insights
Q4 2018: Indicators we’re watching (part 1)
Core inflation | Real interest rates | Global interest rates
Q4 2018: Indicators we’re watching (part 2)
Unemployment rate | Business investment | Household wealth | 2-10 spread
A potentially dangerous curve
If the yield curve inverts, will a recession follow? Not necessarily, given how far from normal the current expansion and Fed rate hike cycle are. We believe investors should instead watch out for volatility sparked by recession fears and prepare for especially challenged traditional income sources.
Q3 2018: Slowing potential growth
Economy on solid footing, but risks abound.
Q3 2018: Low yields
Economy on solid footing, but risks abound.
Q2 2018: Growth is climbing, income still challenged
Today’s economic landscape may challenge the performance of traditional investments going forward. Recent positive cyclical momentum looks set to continue for some time, but long-term structural headwinds remain firmly entrenched. Despite strong growth, low interest rates could challenge investors throughout 2018 and beyond.