On the cusp of an epic tech cycle?
Author: Anita Killian, CFA
At the start of 2016, many people were surprised when I said that I thought a truly epic global technology cycle would be well underway by 2018 or 2019. Now, some market participants are turning more cautious... Read More
Tip of the iceberg? Iceland’s opportunities are just starting to surface
Authors: Brian Garvey, ...
Iceland’s financial crisis, which involved the collapse of the country’s commercial banking sector and triggered a three-year-long depression, seems to be headed for a storybook ending. Some local... Read More
Fed hikes rates as expected: See what our policy experts think may come next
Author: Jeremy Forster
In a widely anticipated move, the US Federal Reserve (Fed) raised interest rates today. The central bank also provided details on its plan for balance-sheet runoff. Key points The Fed hiked rates by 25... Read More
Catching the turn in Japanese equities
Author: Nanette Abuhoff Jacobson
While US and European equities have strongly advanced this year, Japan has been a notable laggard. Despite more attractive valuations, asset owners seem to have given up on Japanese equities, frustrated by... Read More
What's in store for US retail?
Authors: Evan Hornbuckle, ...
Headlines about slowing retail sales, overcapacity, and store closings highlight the headwinds facing US retailers as consumers shift their buying activities from physical stores to online venues. Retail names... Read More
