INVESTING INSIGHTS

2019 Themes and Outlook

As we navigate through 2019, factors that drove 2018 volatility–like trade, politics, and global growth– in capital markets are far from behind us. We see a better environment in 2019 than in 2018, but we do not expect it to be a smooth ride, and investors should expect a similar type of volatility in 2019. This year will be crucial for investors to make asset allocation shifts that will best serve their long-term investment goals. We will continue to balance underlying fundamentals with valuations to find attractive long-term opportunities.

INVESTING INSIGHTS

FEATURED2024 Themes and Outlook

FEATURED2023 Q3 Market Commentary: Higher for Longer

FEATUREDInterview: Cornerstone Investment Partners

2023 Q3 White Paper: The Health of the Chinese Economy

2023 Q2 Market Commentary: A Bull-Bear Tango

2023 Q1 Market Commentary: Compounding Economic Risks

2023 Themes and Outlook

2022 Q4 White Paper: Bitcoin and Bubbles Part III

2022 Q3 Market Commentary: A No Good Very Dreary Year

2022 Q2 Market Commentary: Paying the Pandemic Price Tag

2022 Q2 White Paper: The ABCs of Easy Money

Special Volatility Report

2022 Q1 Market Commentary: This Time is Different