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Articles by author

 
Nanette Abuhoff Jacobson
Global Investment and Multi-Asset Strategist
Feb 2017
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Macro and market

Do you know where your equity revenues are coming from?

Although global macro risks are top of mind these days, many investors are unaware of the extent to which political or economic trouble in other parts of the world could affect their equity holdings. When I... Read More

Jan 2017
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Macro and market

Reweighting portfolios for a reflating world

In 2017, I expect politics and policy will again play a major role in driving markets and creating volatility. I anchor my investment ideas to a framework that takes political trends into account, but also... Read More

Dec 2016
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Macro and market

Rates are on the rise: What actions should you take

Just when many people had embraced the idea of “low for longer,” the situation changed. While no two market regimes are the same, historical patterns can be instructive. Read More

Dec 2016
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Macro and market

2017 Investment Outlook

Political uncertainty, accelerating growth and inflation, higher yields, a stronger US dollar, the rotation from safety to cyclical sectors, a resurgent commodity cycle — thought leaders from across our... Read More

Nov 2016
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Macro and market

New president, new policies: What's next for markets?

Our global investment strategist breaks down the knowns, unknowns and potential investment implications of a Trump presidency. Read More