KnowledgeBank

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

×
Macro and market
 
Aug 2017
|
Macro and market

US debt-ceiling dysfunction: Tail risk for financial markets

Author: Michael Medeiros, CFA

The key question in the debt-ceiling debate is whether a bill to raise the ceiling will be tied to spending decisions. The answer will dictate whether there is a clean debt-ceiling increase or a more...

 
Aug 2017
|
Macro and market

Monthly Market Snapshot: July 2017

Authors: Brett Hinds, ...

Equities Global equities (+1.9%) rose for the ninth consecutive month, ending July with an 11.3% gain year to date. Expanding economic growth, robust employment, and low inflation were key themes supporting...

 
Aug 2017
|
Macro and market

The new case for emerging markets

Author: Nanette Abuhoff Jacobson

With emerging markets (EM ) having made huge gains year to date, asset owners may be wondering if it’s too late to invest. I don’t believe it is. Several new developments fortify the case for...

File under: Emerging markets: Active opportunities span asset classes

 
Jul 2017
|
Macro and market

Fed holds rates steady: We weigh in on likely next steps

Author: Jeremy Forster

The US Federal Reserve’s (Fed’s) Federal Open Market Committee (FOMC) announced that it will keep its target federal funds rate range at 1.00% – 1.25%. Market participants had largely...

More Insight