Insights

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

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?

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

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

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.

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.

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.

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

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

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.