What's been driving late-cycle market movements?
Three things drive stock prices: earnings growth, dividend yields, and multiples expansion. Which one matters most in the market today? Watch to find out.
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Trade wars—what’s the U.S. administration’s endgame?
What does the U.S. administration hope to achieve in a trade war with China? These are the top three possibilities, says Alex Wolf of Standard Life Investments.Read more -
Global growth divergence eclipses last year’s synchronized recovery
We’re near the point of maximum optimism in the cycle. This is about as good as it gets for financial markets—find out the implications for investors.Read more -
Three risk indicators to watch this year
Risks are clearly rising in 2018, but the bull market may have more room to run. We look at three risk indicators to watch in the second half.Read more -
The changing shape of long-term growth in today's emerging markets
It’s time to bury the stereotype of emerging markets as commodity exporters. Domestic consumer demand and tech innovations are driving today’s EM economiesRead more -
Why rising interest rates are good for banks
Rising short-term rates are widening the spread between banks' deposit costs and loan yields, bolstering earnings across the banking industry.Read more -
How do 529 plan enrollment-based portfolio glide paths work?
Target-date funds aren’t limited to retirement saving. Find out how to harness the benefits of an asset allocation glide path in your 529 plan, too.Read more -
Six reasons why we’re bullish on U.S. bank stocks
U.S. banking stocks are supported by cyclical and secular tailwinds. Here's why the industry may still have room to run.Read more -
Why index reconstitution matters to your portfolio
The markets never stop changing, and so it goes for the indexes that track them. Learn more about how this dynamic may affect your portfolio.Read more -
Where are we in the global economic cycle?
By gauging our position in the global economic cycle, we can get a fix on investor risk appetite and optimal factor exposures.Read more