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Macro and market
 
Jul 2017
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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...

Jul 2017
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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
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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

 
Jul 2017
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Macro and market

Global ESG Research Update — A new era for carbon risk assessment and disclosure

Authors: Carolina San Martin, CFA, ...

With climate change implications increasingly becoming an area of focus for investors, environmental issues took the spotlight this voting season — especially in the US, where several shareholder...

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