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Macro and market
 
Jan 2017
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Macro and market

Reweighting portfolios for a reflating world

Author: Nanette Abuhoff Jacobson

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...

 
Jan 2017
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Macro and market

Global Economic Outlook: The global reflation theme is intact

Author: Robert Scherfke, PhD

We expect stronger global growth and higher inflation in 2017. The developed market macro policy shift is unfolding, with less monetary accommodation and more fiscal spending. We also foresee a tug of war in...

 
Jan 2017
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Macro and market

Financial Market Review: Fourth quarter 2016

Author: Samuel A. Sanom, CFA

Global equities (+4.2%) climbed for the third consecutive quarter, ending 2016 with a 9.7% gain. Stocks rallied following Donald Trump's victory, which some pundits viewed as the biggest political upset in US...

 
Jan 2017
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Macro and market

Global ESG Research Update: Improved corporate disclosure gains momentum

Authors: Carolina San Martin, CFA, ...

Improved corporate disclosure gains momentum While many companies are enhancing their public disclosure through corporate sustainability reports, we have found the information they share is often inconsistent...

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