News & Views


Jun 2017 Market Bulletin - Investing in a Rising Rate Environment
This paper, written by Alexander Dryden, discusses the implications of the Fed raising interest rates over the next two years, the reduction in the balance sheet and how investors can prepare.

Jun 2017 Market Bulletin - Reactions following the June FOMC meeting
This paper, written by Dr. David Kelly, addresses the FOMC’s June meeting announcement.

Jun 2017 Market Bulletin - Monthly Market Review – June
We are pleased to release this month’s market review, a summary of the factors driving global markets over the last month.

May 2017 Market Bulletin - What if May falls in June?
This paper, written by Mike Bell, considers what it would mean for markets if the UK election produces a surprise outcome.

May 2017 Market Bulletin - Political risk in Europe has fallen
This paper, written by Maria Paola Toschi, Michael Bell, Tilmann Galler and Vincent Juvyns, examines the political condition and investors’ implications across Germany, Italy, UK and France.

May 2017 Market Bulletin - Investing in Emerging Markets: Why EM and which EM?
This paper, written by Gabriela Santos and Abigail Dwyer, examines investing in emerging market assets as the horizon looks brighter for these markets.

May 2017 Market Bulletin – England: No change in monetary policy as inflation looms
This paper, written by Dr. David Stubbs, addresses the Bank of England’s Monetary Policy Committee decision to maintain its policy rate.

May 2017 Market Bulletin - Monthly Market Review – May
We are pleased to release this month’s market review, a summary of the factors driving global markets over the last month.

May 2017 Market Bulletin - 1Q17 earnings update: The recovery continues
This paper, written by David Lebovitz and Tyler Voigt, discusses the current earnings environment and outlines several economic factors that investors should consider for the second half of 2017.

Apr 2017 Market Bulletin - The two-horse race that the polls predicted
This paper, written by Vincent Juvyns and Stephanie Flanders, discusses the outcome of the first round of the French election and its investment implications.


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