Tag Archives: inflation

The Fed: Making Good on its Goal of Normalizing Rates

Ken Taubes is Chief Investment Officer, US. The Tug of War Between the Markets and the Fed Continues: Will the Fed Prevail this Time? With the path of future rate hikes, the tapering of the Federal Reserve’s (Fed’s) balance sheet, … Continue reading

Posted in Economy, Industry Insights, Markets | Tagged , , , , , | Leave a comment

US Equities Outlook

Andrew Acheson is Leader of the US Growth Team. In this video, Andrew discusses his outlook for US Equity markets, including his insights on: 1.) how the recent shift in monetary policy might impact the US Equity markets and 2.) … Continue reading

Posted in Economy, Equity, Industry Insights, Markets | Tagged , , , | Leave a comment

US Fixed Income Outlook

Ken Taubes is Chief Investment Officer, US. In this video, Ken discusses his outlook for US Fixed Income markets including his thoughts on: 1.) bond investment and inflation, (2.) the role of Central Bank policy in the next 12 months … Continue reading

Posted in Economy, Industry Insights, Markets | Tagged , , , | Leave a comment

Political Crisis in Brazil: Contagion Risk Limited

Structural reforms are crucial in the perspective of  the stabilization of the Brazilian economy, but the ongoing political crisis in Brazil adds uncertainty about their progress. We discuss here, with our investment professionals, the causes of the political turmoil, the … Continue reading

Posted in Economy, Industry Insights, Markets, Uncategorized | Tagged , , , , | Leave a comment

What’s Driving Global Equities? Earnings and Politics

Between potentially polarizing European elections and tough talk from North Korea, geopolitical risks are on the rise. This is not good news. However, for equity investors, something important is happening to global earnings: they are also on the rise. Not … Continue reading

Posted in Emerging Markets, Equity, Industry Insights, Markets, Uncategorized | Tagged , , , | Leave a comment