KnowledgeBank

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Macroanalysis
 
Apr 2017
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Geopolitical

French election: Potential economic and market implications

Authors: Jens Larsen, PhD, ...

We expect markets to turn pro-risk following the first round of the French presidential election, as the outcome increases the probability that centrist candidate Emmanuel Macron will win the second round to...

 
Apr 2017
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Macro and market

Global Economic Outlook — How long can this keep going on?

Author: Robert Scherfke, PhD

After emphasizing the global reflation theme throughout the past year, we think this is a good time to step back and assess some of the cyclical and structural headwinds. The world faces an uneasy mix of...

File under: Preparing for reflation and rising rates

 
Feb 2017
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Webcast

President Trump — Policy sequencing remains key for markets

Authors: Michael Medeiros, CFA, ...

In the third and final in a series of 30-minute webcasts about the US election, our policy specialists assess President Trump’s transition and discuss the timing of reflationary policies such as tax...

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Feb 2017
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Collection
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Featured Publications eBook, 2016 volume 2

Our semiannual Featured Publications eBook offers a curated view of our recent thought leadership — from the implications of the Brexit vote and the election of Donald Trump to portfolio perspectives on...