May was another strong month for financial markets as the global synchronized expansion continued to advance against a backdrop of...

The synchronized improvement in global growth provided a healthy backdrop for global risk assets in the first quarter of 2017 as activity...

The last week of February witnessed a material repricing of Federal Reserve policy by financial markets which currently assign a 95%...

Understanding where we are in the economic cycle is critical for making effective asset allocation decisions. While it may be impossible...

The investment landscape greeting investors in 2017 stands in stark contrast to the one that existed one year ago. As we entered 2016,...

Financial markets continue to grapple with a variety of issues ranging from the trajectory of central bank policy and the potential for...

As we move into the final quarter of 2016, we believe there is some upside risk to global economic growth as many of the factors which...

Risky assets glided higher during the month of August as yearly lows in volatility and narrow trading ranges made for a relatively quiet...

July was a positive month for risk assets as a series of central bank meetings, data releases and corporate earnings announcements...

The first six months of 2016 have been a tale of two halves punctuated by a political shock from the UK which all but ensures an even...

Markets despise uncertainty. The psychological shadow of the unknown can often be more of a hurdle for financial markets than the...

Risk assets continued their move higher through most of April, only to consolidate at the end of the month as a series of factors led...

Following one of the toughest Januarys on record and a volatile month of February, financial markets were kinder during the month of...

The month of February ended with a stabilization in a number of market issues that had been plaguing risk assets since the start of the...

The Nobel Prize-winning economist Paul Samuelson famously joked that “Wall Street indexes predicted nine out of the last five...

Risky assets took somewhat of a breather in 2015, following the near-tripling of the S&P 500 since March 2009, as the aforementioned...

Early in 2015, markets were anticipating the beginning of monetary policy divergence between Europe and the United States. It has taken...

Global equity markets staged an impressive recovery in October following their weakest quarter since 2011 at the end of September. The...

September proved to be yet another difficult month for equities and other risk assets as financial markets discounted a higher degree of...

The end of August saw global equity markets undergo their steepest declines in more than four years as a repricing of global growth sent...