The case for balance over bullish

To chase the rally or not to chase the rally? That is the question for today’s investors. We see equities and bonds eking out positive returns this year after... Read more »

Why global growth will likely slow in 2019

We see a synchronized global slowdown ahead in 2019, as the U.S. economy becomes a drag rather than a driver. The U.S. slowdown reflects, in part, an economy that... Read more »

Have investors shifted market sentiment too quickly?

As every fan of horror movies knows, the best way to elicit screams is to lull the audience into a false sense of security. It’s when everyone has relaxed,... Read more »

Finding opportunity in European credit

European corporate bonds sold off late last year amid a broad risk-off environment. Most risk assets have recovered since. One of the surprising exceptions: BBB-rated European debt. We now... Read more »

3 insights for investors from Davos

The 2019 World Economic Forum this week in Davos, Switzerland focuses on the theme of “Globalization 4.0.” This is an apt way to describe the change afoot in our... Read more »