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Manager Commentaries

U.S. economy remains a centerpiece in 2020 vote

U.S. economy remains a centerpiece in 2020 vote

Fiscal policy will be a key focus for investors after the November election.

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VIX futures hint at post-election uncertainty

VIX futures hint at post-election uncertainty

When there is election uncertainty the VIX can experience a “kink” to price indicating idiosyncratic risk.

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Investment updates

By the numbers

The global economy this week


October 19 — Highlights of the past week, from central bank policies to trade and currency trends.

Growth

EUROZONE: Euro area industrial production rose 0.7% in August compared with July.

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MARKET OUTLOOKS

Most recent


Equity Outlook  |  Q4/2020

What would the end of the pandemic mean for the bull market?

Capital Markets Outlook  |  Q4/2020

Recovery math: Square root of K = 0

Fixed Income Outlook  |  Q3/2020

Bonds ride the Fed wave as volatility returns

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