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Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

After the fireworks: Muted outlook for corporate earnings growth

Jul 15, 2019 |Kelly Bogdanova

We expect lackluster corporate results in the second half of 2019, but believe the market can work through earnings doldrums.

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Global Insight Weekly

The key questions facing the U.S. equity market’s rally

Jun 27, 2019 |Kelly Bogdanova

While the U.S. stock market remains in the vicinity of its all-time high, several lurking uncertainties beg the question: Is the rally for real?

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American flag with trend chart

Interest rates: the fast and furious Fed?

Jun 21, 2019 |Tom Garretson, CFA

Central banks appear willing to cut rates to sustain growth, and we look at the potential impact on equities and fixed income investments.

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Cashier counting cash

Can monetary policy extend the global economic cycle?

Jun 14, 2019 |Laura Cooper

As investors temper their optimism with caution, we look at monetary policy and what central banks could do to prolong the economic expansion.

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NAFTA graphic

Trading mixed signals

Jun 07, 2019 |Patrick McAllister, CFA

The status of NAFTA’s successor is clouded by the White House’s latest tariff threats. We examine the hurdles to ratification and impact on equities.

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Global Insight Weekly

Brexit uncertainty and political upheaval: What's next?

May 30, 2019 |Frédérique Carrier

The long and difficult road to Brexit continues. We look at the political upheaval and what it means for the UK’s outlook and investment strategy.

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European Union ballot box

EU elections: A shift in the balance of power?

May 24, 2019 |Frédérique Carrier

Populists will likely have a louder voice in setting the European agenda, but the outcome of the elections shouldn’t throw the EU off course.

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Chinese and American flags

Trade war fears and volatility cast shadows of doubt over financial markets

May 17, 2019 |Tom Garretson and Frédérique Carrier

There’s more to the equity pullback than trade fears. Meanwhile, China’s threat to dump Treasuries is much ado about nothing.

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Workers in a Chinese auto assembly plant

U.S.-China tariff threats bring turbulent trade winds

May 09, 2019 |Laura Cooper

We look at the likely fallout for the economy and explain why a constructive yet vigilant position toward equities is warranted.

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soccer goalie blocking shot

Defense mechanisms for U.S. equity portfolios

May 02, 2019 |Kelly Bogdanova and Jim Allworth

How investors can use the recent rally as an opportunity to take a more defensive posture by upgrading the quality of U.S. equity portfolios.

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