Market outlook
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Monetary policy doves make a surprise appearance
The U.S. Federal Reserve softened its expectations for interest rates in its most recent release. That's good news for investors, but suggests the global risks to the U.S. economy are unlikely to dissipate anytime soon.
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Jobs figures improve, but wage growth loses steam
Despite the positive February jobs report, most gains were recorded in low-wage areas of the economy. We're still waiting for more significant income gains—and, in all likelihood, so is the Fed.
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Today's market character and the asset allocation implications
The character of our current asset markets can be described as a series of long, slow climbs in price followed by breathtaking downward smashes. Unfortunately, 2016 is likely to bring more of the same.
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Low oil and profits: the worst may be behind us
The falling price of oil is one of the most potent themes to emerge from our network of asset managers and researchers in recent months. While the near-term risks to equities outweigh potential rewards, the picture is not all bad.
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Saturation continuation: excess supply will shape markets in 2016
The main drivers of the global economy in 2015—an oversupply of debt, labor, and regulatory directives—will continue to shape the markets in 2016 and beyond.
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Look past today's China-inspired volatility
The opening days of the new year gave investors quite a beating. Headlines covering the turmoil in China, the Middle East, and Europe may be with us for some time—but they shouldn’t alter an investor’s long-term financial plan.
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