- Market/Industry Insights
Tim Holland, Brinker Capital's Global Investment Strategists, discusses the near term risks to the US economy and the market as we approach the halfway point of 2018.
On the latest edition of Market Week in Review, Senior Quantitative Investment Strategy Analyst Kara Ng and Rob Cittadini, director, Americas institutional, discussed the European Central Bank (ECB)’s recent statement on the future of its quantitative easing program.
Last week was highly eventful, yet investors shrugged off most of the developments that drove the headlines. President Trump’s comments at the G7 meeting the previous weekend generated a lot of criticism, but investors mostly ignored any possible implications. Similarly, the U.S./North Korea summit appeared to open the way for further dialogue, but did not move the markets.
As volatility has returned to global financial markets in the first half of 2018, emerging markets debt, one of the strongest-performing fixed income asset classes over the past two calendar years, has been one of the hardest-hit segments of the bond market.
The U.S. Federal Reserve (Fed) raised rates on Wednesday, citing a strong U.S economy and rising inflation. The European Central Bank announced its planned wind down of asset purchases through 2018 and pledged not to raise interest rates until after the summer of 2019.
The Federal Reserve (Fed) hiked rates by 0.25% for the second time this year, lifting the range for the federal funds rate to 1.75% to 2.00%.
The inclusion of China A-shares in MSCI indexes creates new opportunities in Chinese equities. Read more in our Weekly commentary.
We could be forgiven for thinking Europe was a trouble-free haven of stability. After all, investors have flooded into its capital markets, chasing a glut of super stimulus from the European Central Bank (ECB), economic recovery has flourished, and political problems appear to be a thing of the past.
In the most recent edition of Washington Insights, we discussed the latest — and likely final — chapter in the DOL fiduciary rule saga. On March 15, a three-judge panel of the Fifth Circuit Court of Appeals voted to vacate (or nullify) the rule.
Read the latest commentary from Envestnet and Strategas for economic perspective on US policy and world events, and why current market conditions may appear favorable to active managers.