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Market Insights 

 
 
Read timely and insightful commentary on the market and the economy from our deep lineup of talented portfolio managers, product specialists and thought leaders.
Karen Hiatt

How Innovation Creates Opportunities Late in the Cycle

05/10/2017

In high-priced markets, there are good reasons to look for innovative companies that thrive on disruption. Karen Hiatt says many are highly valued with good cash flows because they have essential products and services, which could bode well in a downturn.

French ballot box

Macron's Win Is a Loss for Euro-Phobia

05/07/2017

With his victory as France's new president-elect, Emmanuel Macron can celebrate – for now. Much depends on whether he can secure a parliamentary majority in June. Nevertheless, Macron’s win helps investors see the more positive side to the European story.

Franck Dixmier

Markets Counting on Fed to Keep Its Word

05/01/2017

No news should be good news after the next FOMC meeting, says Franck Dixmier. The markets are watching the Fed’s actions and like what they see; the Fed, for its part, views things the same way while keeping one eye on financial stability.

Neil Dwane

President Trump's 100-Day Scorecard

04/28/2017

When he took office, President Trump clearly outlined his policy priorities for the first 100 days. Now that this milestone has been reached, Neil Dwane takes a look at the progress the new president has made.

Neil Dwane

When Will Greece Take the Icelandic Road to Recovery?

04/27/2017

Greece is back in the headlines with the resumption of bailout talks. As its economy continues to struggle, Neil Dwane wonders if Greece and the EU can learn lessons from Iceland, which found a way to turn short-term pain into long-term gain.

How Will the Fed Evolve Under Trump?

04/25/2017

Beset with low rates, slow growth and a new US president who wants a significant shift in policy, Steve Malin says the Federal Reserve faces one of the most uncertain periods in its 104-year history. What could a changing Fed mean for investors.

'French Risk Premium' Could Persist Until June

04/24/2017

Markets cheered the prospect of an Emmanuel Macron presidency, but even if he wins, his reforms may lack parliamentary support. As a result, Franck Dixmier says the risk aversion of recent weeks could last until France's legislative elections in June.

Neil Dwane

UK General Election: A Surprise that Heralds Greater Certainty?

04/20/2017

British PM Theresa May's call for a snap general election in June seems designed to help her negotiating position on Brexit. While the news has boosted hopes of a "softer" Brexit, Neil Dwane warns of more volatility during the run-up to the election.

Neil Dwane

Cooperation Springs Forth at the G20

04/19/2017

New geopolitical tensions arising out of Syria and North Korea may have made the US more open to international cooperation. As the G20 meets this week in Washington, Neil Dwane says it could be a confidence-building development for financial markets.

EU Awaits Outcome of France's Prolonged Election Season

04/17/2017

When the first round of voting kicks off in the French presidential election on April 23, the outcome will determine not only France's political future, but whether the EU moves closer to unity in this critical "super cycle" election year.

Steve Malin

Battles Brewing Over US Budget and Taxes

04/07/2017

President Trump's ambitious agenda is encountering stiff resistance, but meaningful spending and tax changes should happen well before year-end. Steve Malin says markets will respond well if Mr. Trump's pro-growth, pro-business policies become reality.

Neil Dwane

6 Pressure Points for US Stocks

04/06/2017

The highly valued US equity market has served many investors well in recent years, but Neil Dwane warns investors should watch for several factors that could put downward pressure on prices. At the top: Trumponomics troubles and growing inflation fears.

Stefan Hofrichter

Will Italy Spoil Europe's Election Celebrations?

04/05/2017

Early on in Europe's "super-cycle" election year, voters seem to be preferring pro-EU candidates. The outlier could be Italy, which Stefan Hofrichter says is under serious economic stress and could vote to leave the EU or euro at the next opportunity.

Steve Malin

The End of the Fed as We Know It?

03/31/2017

Beset with low rates, slow growth and a shocking change in the US government’s political power structure, the Federal Reserve is facing one of the most uncertain periods in its 104-year history. Steve Malin explains what this could mean for investors.

Mike Riddell

A BOE Rate Hike Is Highly Unlikely Anytime Soon

03/27/2017

As sterling's devaluation starts to reach consumers, UK inflation could see a temporary bump upward this year. But Mike Riddell says political risks and other weak economic data make the market's expectations of a rate hike by summer 2018 seem ambitious.

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