MARKET INSIGHTS

2020 Themes and Outlook

We outline five key themes for 2020 in our latest video and written commentaries. While there is little to no evidence that the U.S. economy will slip into a recession over the next 12 months, we expect volatility to accelerate as we move through a Presidential election year, face growing geopolitical tensions and navigate through the longest economic expansion in U.S. history.

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FEATUREDWhitepaper: Saddle up for a Highly Contentious Election Year

2019 Q3 Market Commentary

Whitepaper: How to Invest in a Low and Highly Volatile Interest Rate Environment

2019 Q2 Market Commentary

Whitepaper: Is the Yield Curve Shooting a Warning Sign?

2019 Q1 Market Commentary

2019 Q2 Whitepaper: New York Gives Up its Prime Membership (4 min. video)

2019 Themes and Outlook

Special Report: Market Volatility

2018 Midterm Elections and What Investors Should Know

2018 Q3 Market Commentary

Emerging Market Currencies and Modern Currency Crisis

2018 Q2 Market Commentary

Inflation Inflection Point

2018 Q1 Market Commentary

Controlling Emotions in an Algorithmic World