U.S. corporate earnings look set to fall into recession, defined as two consecutive quarters of year over year declines. Should investors be concerned about future returns in the stock market? Jim McDonald explores when investors should – and shouldn't – worry about falling earnings in his latest strategy commentary "Yearnings for Earnings".
Wages are on the rise for a broad swath of American workers; but is that good for stock markets? Answer: As long as they are earning their wage increases. Find out more in Jim McDonald's latest strategy piece.
Our Equity Index experts consider new approaches to gaining emerging markets exposure, from small cap to frontier markets.
July 18, 2016 - Jim McDonald: Markets in the first half of this year faced worries about a U.S. recession and a Chinese hard-landing, along with Britain’s recent vote to leave the European Union. What’s our outlook from here?