MARKET 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.

MARKET INSIGHTS

FEATURED2022 Q2 Market Commentary

FEATURED2022 Q2 White Paper: The ABCs of Easy Money

Special Volatility Report

2022 Q1 Market Commentary

2022 Themes and Outlook

2021 Q4 White Paper: ESG Investing

2021 Q3 Market Commentary

2021 Q3 White Paper: Stagflation

2021 Q2 Market Commentary

2021 Q1 Market Commentary

2021 Q1 White Paper: Game Over?

2021 Themes and Outlook

2020 Q3 Market Commentary

2020 Q4 White Paper: Politics and Portfolios