Monthly Archives: March 2016

Geopolitical Trends Shaping the Investment Landscape Part 2

We are pleased to welcome once again Dr. Robert Wescott, President of Keybridge Research and a long-time adviser to Pioneer, as a guest contributor. Dr. Wescott  attended our recent Macro Advisory Forum, chaired by Giordano Lombardo, CEO and Group CIO, discussing how geopolitical … Continue reading

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Geopolitical Trends Shaping the Investment Landscape

Geopolitical risks are rising around the world and in our view will continue to be a key theme for financial markets in 2016. We are pleased to introduce Dr. Robert Wescott, President of Keybridge Research, former economic advisor to President Bill Clinton, … Continue reading

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Is the Fed’s Credibility at Stake?

The Fed’s dovish turn coming out of its March 15-16 meeting took many market participants by surprise. The Federal Reserve’s median projection for Fed Funds rate increases in 2016 fell from four in December to two, reflecting concerns about the … Continue reading

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The Fed Turns Dovish

The Federal Open Market Committee (FOMC) today took a dovish turn, indicating uncertainty about the course of the US economy and future interest rate hikes. Chair Janet Yellen indicated a continued bias towards rate hikes in 2016, but made no … Continue reading

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Is the U.S. Growth Slowdown Trending into a Recession?

Our outlook for the US economy for 2016 is for decent growth, driven by Personal Consumption, Government Consumption (finally back to contributing positively to growth after years of retrenchment) and Investments (particularly strong performance of Residential Investments, while Non-Residential Investments … Continue reading

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