Tag Archives: Tax Reform

Market Values Tighten: What’s Next for US Investors?

Ken Taubes is Chief Investment Officer, US. We continue to believe credit sectors offer modest value compared to government securities. Although global yields have risen from their July lows, many short-term non-US developed market sovereign debt continues to trade at … Continue reading

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How Will Trump’s Policies Affect Economic Momentum?

Ken Taubes is Chief Investment Officer, US. The US may deliver growth of around 2%, as well as modestly higher inflation in 2017. Given Donald Trump’s current focus on keeping campaign promises regarding healthcare, immigration and trade, his broader pro-growth … Continue reading

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USD Bull Market: Key Drivers in 2017

Part one in a series. Paresh Upadhyaya is Senior Vice President, Director of Currencies, US. The US dollar (USD) bull market entered its fourth consecutive year in 2016 and we believe factors are aligning for the rally to enter its … Continue reading

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