All viewpoints
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Europe's accommodative monetary policy isn't going away anytime soon
With populist politics on the rise across Europe and economic growth remaining slow, the European Central Bank's is in no hurry to abandon its accommodative monetary policy.
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Mind the market rotation
We’re inclined to tilt more toward stocks and less toward bonds in a globally diversified portfolio. Emerging-market equities, in particular, offer attractive risk-adjusted return potential.
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An uptick in market sentiment calls for cautious optimism
While Election Day in the United States has come and gone, extreme economic uncertainty accompanies this particular transition of power. See why we expect key unanswered questions to persist.
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Expect continued muni bond volatility heading into 2017
We see a number of headwinds for municipals in 2017, including pension liabilities, uncertainty around Mr. Trump’s policies, more hawkish Fed policy, and global macro uncertainties.
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Capital spending should rise in 2017, just not as much as many think
U.S. companies are flush with cash and a political transition is under way, creating favorable conditions for higher capital spending. But many firms will continue to find better uses for their cash.
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The value investing resurgence: favor cyclical over defensive sectors
As cyclical sector leadership broadens across the U.S. equity market, see why the technical trends now favor value investing for the first time in a over decade.
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The Federal Reserve is not as hawkish as it might appear
Despite raising interest rates at its December meeting, the U.S. Federal Reserve has not suddenly become hawkish, and its policies continue to reflect its expectations for modest economic growth.
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Where advisors are finding value and performance with ETFs
The debate over whether investors should use active or passive strategies in their portfolios has generated many opinions but few definitive conclusions—until now. See what our research revealed.
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ESG investing is a better way to know your borrowers
ESG investing offers more than just the opportunity to better align investors’ portfolios with their values—it represents a more holistic approach to traditional credit analysis.
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Italy's arrivederci to Renzi could further destabilize banks
Political instability and economic stagnation are business as usual for Italy, but its banks are particularly dysfunctional and pose a threat to the nation and to Europe broadly.
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