Economic commentary

2020 Outlook: Everything in Moderation. Viewpoints, January 2020

We are moderately overweight risk as we prepare to enter 2020, as the global economy shows signs of stabilization after an episode of mid-year weakness. We expect markets to focus on the tensions between organic economic growth and the risk associated with geopolitical uncertainties such as the U.S.-China trade war, Brexit and the 2020 U.S. …

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Economic commentary

The Fed and Trade: Viewpoints October, 2019

Although the economy’s “goldilocks” underpinnings are currently at risk due to the ongoing tariff tussle, it has been an excellent year in financial markets. Potential risk factors include a potential return of inflation and an extension of tariffs beyond those the U.S. has placed on Chinese imports. What do we expect from various sectors? Read …

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Economic commentary

Future Opportunities – Viewpoints May, 2019

No longer expecting an interest rate hike in the U.S., the financial markets now foresee a potential cut. Meanwhile, evidence of an upturn in emerging market economies has been developing, the high-yield credit rally is continuing and global equities are gaining. How did we get here, what impact are these changes having on the financial …

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