The global economy is now more than seven years into a durable but modest expansion. But what will happen when the cyclical tailwind that began last summer fades? And how will key policies in the world’s major economies pivot in response to both rising populist pressures and diminishing returns from... Show More
A re-evaluation of investment theses is underway across all asset classes, industry sectors and geographies. Investors must quickly adjust to rapid shifts in the investment landscape’s tectonic plates or risk losing ground. We remain structurally positive on technology stocks thanks to strong levels of innovation. While smartphone growth is fading... Show More
It's that time again... Almost a year after the last rate hike the US Federal Reserve is set to hike the fed funds target rate by 0.25% to a new range of 0.50-0.75%. The outcome of the FOMC meeting will be announced (along with the "dot charts" and economic projections)... Show More
Rates have been soaring as the market braces for fiscal stimulus under a Trump Presidency. But with no clarity on timing, scale, and financing, the spike could look a little overdone. Looking for some thorough analysis on this, the report below came to us through our Contributor network as 'The... Show More
