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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.
Franck Dixmier

Weak Inflation Should Prompt ECB to Hold Fast

01/18/2017

Don't expect the European Central Bank to announce any major policy change at its January 19 meeting, says Franck Dixmier. While neither inflation nor job growth are strong enough to change course right now, the ECB may soon reach its limits.

Neil Dwane

Will Donald Trumpism Bury Davos Elitism?

01/17/2017

Neil Dwane says the rumbling heard by politicians and power-brokers at the World Economic Forum in Davos comes from a new political avalanche of populism—one that threatens to sweep away pro-globalization sentiment and change the investment landscape.

Project M

When Early Retirement Comes Too Soon

01/04/2017

Policy makers and workers alike are open to extending the retirement age past the traditional 65. Despite their willingness to keep on working, however, Project M finds that many people end up leaving the workforce way too soon.

Neil Dwane

5 Good & 5 Bad Scenarios for Investors in 2017

12/28/2016

Peering into the next 12 months, Neil Dwane looks at how 10 hypothetical events—including a "soft Brexit", the rise of "green bonds" and a Le Pen victory in France—could affect economies and markets around the world.

Steve Malin

3 Powerful Forces Transforming the Economy

12/21/2016

Some of the factors limiting US growth also hold the key to its future says Steve Malin. This includes ineffective Fed policy, rising populism and transformative technology that policymakers and businesses must take notice of or risk missing the wave.

Neil Dwane

6 Buzzworthy Books for the Investor on Your List

12/21/2016

This year, our Global Strategist Neil Dwane carefully curated a holiday reading list that centers around China, geopolitics and disruption—three powerful forces that could reshape the world as we know it in 2017 and for generations to come.

Peter Lefkin

President Trump: A Preview of the First 100 Days

12/20/2016

Fueled by a discontented electorate rather than a principled political philosophy, Donald Trump made big promises during his quixotic campaign. To see how this translates to governing, Peter Lefkin previews the hot-button issues Trump will face early on.

Franck Dixmier

Fed Rate Hike Renews Bond-Market Volatility

12/15/2016

By announcing a new rise in interest rates, and hinting at more to come, FOMC members have made a strong statement about their confidence in the US economy. But we expect markets to carefully watch any new data that could change the Fed's mind.

Steve Malin

Policy, Politics and Technologies Scuffle in a New Era

12/15/2016

Fed expert Steve Malin discusses the implications for investors regarding central-bank policies that went too far, new fiscal priorities that must account for the fourth industrial revolution and the chain reaction of technological progression.

Greg Meier

Time to Pay Attention to 'Trumpflation'

12/13/2016

With a growing likelihood that Trump's fiscal policies will be inflationary, this could translate into a faster Fed tightening cycle says Greg Meier. So will President Trump find it easier to bring back inflation rather than factory jobs?

Stefan Hofrichter

Will Europe Feel the Force of ‘Trumponomics‘?

12/13/2016

Although much is unknown about the new US president's economic policy, Stefan Hofrichter says the central theme is a shift from monetary easing via Fed stimulus, to fiscal easing via tax cuts and spending, which could have a major impact on Europe.

Stefan Scheurer

Tough-Talking Trump Has Asia on Edge

12/13/2016

During his campaign, Trump took a restrictive trade stance that could hurt export-reliant countries in Asia—particularly China. But with continued rebalancing and a regional focus, Stefan Scheurer says China's influence in Asia could grow even bigger.

Franck Dixmier

Rate Hike Seems Imminent, But Next Year Is Unclear

12/12/2016

A 25 basis-point Fed hike is fully priced in, and strong US economic data already bolster the case for more hikes in 2017 says Franck Dixmier. However, any projections for next year don't reflect Trump’s as yet unimplemented economic policies.

Neil Dwane

2017 Outlook: Focus Shifts to Fiscal Policy & Populist Politics

12/06/2016

As the markets close the books on another tumultuous year, investors should keep watch on the rise of populist politics, China's re-emergence as a global growth engine and a renewed focus on government spending as interest rates remain low.

italian referendum

Europe Grows Anxious After Italy Votes 'No'

12/05/2016

Italy's rejection of reforms and Renzi's resignation may lead to early elections or other scenarios that could spook investors. Then again, markets may have already discounted future bad news, and the ECB stands ready to step in.

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