Explore our thinking about today's financial markets

ESG Outlook for 2019

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

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.

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Fixed Income Outlook

Trade war and rising rates create headwinds for global economy

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.

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Equity Outlook

Seeking opportunity in uncertainty

Seeking opportunity in uncertainty

October 22, 2018  |  Equity Outlook

Despite risks of inflation and trade conflicts, opportunities exist for equity investors worldwide.

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