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