KnowledgeBank

This web site uses cookies; by continuing to browse you consent to our cookies usage. See our policy for more details.

×
Macroanalysis
Jul 2017
|
Macro and market

Good reads: Books we're enjoying

Authors: Divya Balakrishnan, CFA, ...

We asked some of our investment professionals about thought-provoking books they have been reading. Alexander Hamilton By Ron Chernow “While the book is a historical biography,...

 
Jul 2017
|
Macro and market

Global Economic Outlook — The reflation theme takes a breather

Author: Robert Scherfke, PhD

Following a resurgent reflation theme last year, nominal growth expectations have been scaled back somewhat in recent months. Hopes for stimulative US policies in the wake of Donald Trump’s victory have...

File under: Preparing for reflation and rising rates

 
May 2017
|
Geopolitical

Political turmoil in the US and EM: Same week, different implications

Author: Nanette Abuhoff Jacobson

After months of eerily low volatility and higher valuations in risk assets, markets got hit with a double whammy last week of untoward political developments in the US and Brazil. Here, I’ll cover what...

 
Apr 2017
|
Geopolitical

De-escalation? Three signs the North Korean crisis may have a benign outcome

Author: Thomas Mucha

Rising tensions on the Korean Peninsula have prompted questions about the effects of a potential escalation or an outright military confrontation. The geopolitical risks are certainly elevated, but we believe...