Markets alone will determine Italy’s future
The best hope for resolving the row between Brussels and Rome over the Italian budget resides with the market—see Megan Greene’s take on the latest developments.
Viewpoints about market volatility
Filter posts by our authors, asset managers and topics.
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When market volatility spikes, our network speaks
John Hancock Investments’ Emily Roland and Matt Miskin assess the state of the equity market, drawing on the latest thinking from our asset management network.Read more -
Volatility returns with a vengeance
Although the markets have pulled back, fundamentals remain remarkably strong. We offer five reasons in support of better days ahead for stocks.Read more -
Turkey—a symptom of larger challenges for emerging markets
Is Turkey's financial meltdown a local phenomenon or a warning sign for international investors? The answer: It's both.Read more -
Consider long/short equity as the business cycle matures
Long/short equity approaches have historically outperformed during later periods of the business cycle—learn which late-cycle indicators are mounting right now.Read more -
Midterm election-year markets tend to find direction in November
In any given cycle, the relationship between elections and markets is not always clear, but over time some key trends come into focus.Read more -
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 -
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 -
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 -
How to defuse one volatile market with another
Adam C. Rudd, CFA of Standard Life Investments explains his recent volatility pairing of a concentrated market versus a more diversified counterpart.Read more