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Articles by author

 
Nanette Abuhoff Jacobson
Global Investment and Multi-Asset Strategist
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

Oct 2016
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Macro and market

Asset Allocation Outlook: Sensing a shift in fundamentals and policy

Since the end of the second quarter, economic fundamentals have improved somewhat, with the shock of Brexit not causing the catastrophe some had feared and decent Chinese data looking more sustainable. We... Read More