Explore our thinking about today's financial markets
ESG Outlook for 2019
January 15, 2019 | Sustainable investing
We see increasing evidence that systems thinking is becoming more prevalent and influential throughout corporations and the investment community.
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Capital Markets Outlook
We see a mid-cycle slowdown, but upside on the horizon
January 15, 2019 | Capital Markets Outlook
As the S&P 500 Index teetered on the verge of a bear market at year-end, we fielded numerous questions about the prospects for an impending recession.
Fixed Income Outlook
Trade war and rising rates create headwinds for global economy
November 1, 2018 | Fixed Income Outlook
The outlook for global economic growth is easing because of protectionist tariffs, weakness in emerging markets, and rising oil prices.
Equity Outlook
Seeking opportunity in uncertainty
October 22, 2018 | Equity Outlook
Despite risks of inflation and trade conflicts, opportunities exist for equity investors worldwide.