3 investing ideas for the second quarter How should investors consider positioning their portfolios for the economic backdrop we see ahead in 2018? Richard shares some ideas.… Read More
A different approach to risk taking Investor risk appetite appears dented but not broken. The story is more about a rotation of positioning, and we see a conducive backdrop for risk taking ahead. Richard explains.… Read More
It’s time to rethink equity defense Kate explains what may constitute the new defense in stocks as rates transition from “lower for longer” to higher at long last.… Read More
Tech stocks shaken, not stirred Richard explains why strong fundamentals still make tech stocks a good bet despite recent stumbles.… Read More
3 Investment themes for Q2 (in three charts) Richard shares three charts that help illustrate the three updated themes we see shaping economies and markets in the second quarter and remainder of 2018.… Read More
Our take on U.S.-China trade tensions Richard explains why a U.S.-China trade war is not our base case and covers the triggers that could change our view.… Read More
Hello higher economic uncertainty We see greater economic uncertainty ahead after a stretch of unusual calm. Jean explains.… Read More
The investing implications of the new Brexit deal The new Brexit transition deal removes some uncertainty, but does it offer relief for UK stocks? Richard provides our take.… Read More
3 reasons why short-term bonds are finally looking attractive Jeff zooms in on why short-term bonds are finally looking attractive again after years in the doldrums.… Read More