Skip to content

Investment Management Insights & Research

Latest from Investment Commentary

Navigate changing markets with robust research and creative insights from our portfolio construction experts.

Spotlight: New This Month

Daniel Philips
Director, Asset Allocation Strategy

Market performance suffered a noticeable slowdown throughout 2018, but first quarter market performance implies investors have faith that the reincarnation of central banks will lead to the rebirth of the global economic expansion.

More from Investment Commentary

Global stocks picked up on Friday, following a largely flat week, on promising Chinese trade data and a solid start to first quarter earnings.

We don’t think the Federal Reserve was dovish enough at the recent meeting, potentially not recognizing the risks to growth that additional rate hikes represent.

Global stock markets have advanced rapidly this year, as fears of recession recede and central banks have mollified investors. Chief Investment Strategist Jim McDonald takes a closer look.

You Also Might Like

Sign up to get the latest MarketScape insights.

Read our latest economic and market commentary – and download our latest asset allocation recommendations.

Learn about the themes that may move markets – and drive performance in your portfolios – in 60 seconds.


Insights You Can Use

Our portfolio construction experts deliver actionable insights -- with a Point of View. Follow us on social or subscribe today.