Active insights

Making sense of recession risk

Behind the flattening yield curve and trade tariffs.

Download Chris Galipeau's summary on the real GDP, equities, and where rates are headed next.

Read our market outlooks

Is the path paved to 5,000 on the S&P?

Is the path paved to 5,000 on the S&P?

What's in store for equities? We consider a number of factors that could drive stocks higher.

Equity Outlook  |  Q1 2020

Risks have eased, but so has growth

Risks have eased, but so has growth

We favor reducing risk as we look for proof that earnings can support asset valuations.

Capital Markets Outlook  |  Q1 2020

Bond rally reflects economic uncertainty

Bond rally reflects economic uncertainty

Global growth has cooled in 2019 as trade conflicts have taken a toll on international manufacturing, investments, and financial markets.

Fixed Income Outlook  |  Q4 2019