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Macro and market
 
Jun 2017
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Macro and market

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...

 
Jun 2017
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Macro and market

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...

File under: Stars aligning over Japan

 
Jun 2017
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Macro and market

Monthly Market Snapshot: May 2017

Author: Samuel A. Sanom, CFA

Equities Global equities (+1.7%) rallied for the seventh consecutive month, ending May with a 9.0% gain year to date. Market participants breathed a sigh of relief after independent centrist Emmanuel Macron...

 
May 2017
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Macro and market

Some certainty for European markets (for a change): are equities still a buy?

Author: Nanette Abuhoff Jacobson

Emmanuel Macron has been elected the next president of France, eliminating a major tail risk and inserting some near-term certainty into the markets. Following Macron’s advancement in the first-round...

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