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Why low oil prices may last
Oil prices, after weakening throughout the second half of 2014, headed sharply lower in November after members of OPEC (Organization of the Petroleum Exporting Countries) decided against cutting...
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Why the Fed might move in June
With investors around the world trying to gauge the timing of U.S. interest-rate increases, Fed Chair Janet Yellen in her March press conference did a masterful job of creating maximum flexibility for...
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Don’t expect a “heads up” from the Fed
The Fed’s much-anticipated interest-rate hike will probably come without warning, despite efforts by analysts and investors to estimate its timing. During its April meeting, the FOMC discussed the...
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Why energy prices may stay weak
Continued weakness in energy prices is expected for the second half of 2015, largely due to a supply and demand imbalance in the oil market. After two quarters of relative stability, commodities have...
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Why a bond allocation still matters
Ask a manager of a multi-asset portfolio: What important statistic gets too easily overlooked? The answer will likely be: the correlation between stocks and bonds. This one statistic provides a breadth...
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Markets sharpen focus on fundamentals
August was obviously a challenging month in the markets, featuring a pretty substantial selloff in risky assets of all kinds. It prompts a question as to whether the causes of the selloff will continue...
View ArticleConstrained credit threatens growth
In the early months of 2016, global markets have demonstrated greater worry about a wide number of issues, from a weak U.S. economy, the narrow leadership of the equity market, geopolitical tensions in...
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Italy’s bank troubles challenge EU
Brexit is just one of many challenges facing the EU Italy’s banking system is troubled by bad loans that also present liquidity risks that complicate the problem The European Banking Authority may...
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Watch the euro as Italy votes
“No one is so brave that he is not disturbed by something unexpected.” — Julius Caesar As described in our recent Capital Markets Outlook, developed economies continue down the path of political risk....
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Market volatility returns to “old” normal
Market volatility in 2018 hit investors accustomed to the calm of 2017 In fact, 2018 volatility was near the long-term average 2019 might feel similar to 2018 as many issues can spark ups and downs...
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