U.S. outlook: reconciling strong surveys and a mediocre economic reality

US Outlook

U.S. consumers and businesses report high levels of confidence. But they’re not spending their money where their mouth is. What might this disconnect spell for the U.S. economic and market outlook?

May 18, 2017 Categories: Economic Insights

What’s the state of the U.S. economy? Check out the Economic Indicators Dashboard | How have asset classes performed recently? Explore the Asset Class Dashboard

The tale of two rallies since the U.S. election

After getting battered by the outcome of the U.S. election in November 2016, non-U.S. and emerging markets equities have rebounded, leaving U.S. stocks behind in the dust.

May 11, 2017 Categories: Economic Insights
The muni market comes to its senses

The muni market comes to its senses – with still more potential upside

One third of the way into the new year, Senior Portfolio Manager, Albert Jalso, offers an update on the municipal bond market and how it has fared since his 2016 year-end outlook for the asset class.

May 2, 2017 Categories: Portfolio Corner
A framework for switching to tax-managed investing

A framework for switching to tax-managed investing

Consider these three factors when evaluating whether to switch to tax-managed solutions now.

Apr 27, 2017 Categories: Portfolio Corner
Factors in multi-asset

Multi-Asset investing: How might factor exposures help?

Applying smart beta within multi-asset portfolios involves several implementation questions including the sizing of positions and the choice of vehicle.

Apr 11, 2017 Categories: Portfolio Corner
Global Market Outlook 2Q2017

Global Markets forecast: Is the rally based on fake news?

Our global strategist team evaluates how the latest pause in U.S. markets’ growth and other factors are impacting other equity markets.

Apr 6, 2017 Categories: Economic Insights
Active versus Passive

Debunking active management myths – Part 1

To give investors the highest likelihood of beating the benchmark, you need to find outperforming managers. And then you need to give your strategy time to pay off.

Mar 28, 2017 Categories: Portfolio Corner
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