Insights

Sustained above-trend growth raises the risk of meaningfully higher volatility, something which has already caught investors by surprise in 2018. What factors are causing positive momentum and are they set to continue?

Few explanations for the upward march of equity valuations are based on resoundingly positive or long-term economic changes. We take a closer look at how these high valuations could be closely tied to the multi-year surge in liquidity.

When it comes to economic growth, more of the same may be better than the negative impacts that swift and heavy change can create.

Uncertainty in the second half of 2017 is likely to contribute to a new cycle of market volatility.

Growth of our entire economy is heavily dependent on consumer spending. Going forward, unless wages pick up meaningfully, consumption could fall even lower than current levels.

Is Q1 growth data too pessimistic or is rising consumer and business sentiment too optimistic?