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Economy & Markets

Knowledge of the economy and markets is essential to informed investing. In broad terms, an economy comprises the wealth and resources of a country or region, especially in terms of the production and consumption of goods and services. Financial markets refer broadly to any marketplace where the trading of securities occurs, including the stocks, bonds, currencies, among others. These articles could help broaden your understanding.
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Economy & Markets Insights

Explore timely insights on the economy and markets. We evaluate historical data and statistical relationships to identify drivers or signals as of August 31, 2019.
Economy & Markets
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Did Asset Allocation Just Get More Difficult in 2019?

Asset allocation from a tactical standpoint has become more complex in 2019. Find out where we believe there are still pockets of opportunity.
Economy & Markets
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Why Is Market Timing So Hard?

The answer may be found in studying every S&P 500 bull market since 1935.
Economy & Markets
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Mexico & China: New Front in Tariff War Raises a Red Flag

While we continue to believe that the tariff war will begin to de-escalate later this year, near-term uncertainties are becoming more difficult to estimate.
Economy & Markets
emerging markets trade talks break down

Emerging Markets: What If Trade Talks Break Down?

We believe there is low probability of a protracted trade war between the U.S. and China but think there will likely be intense downward pressure on equities – more so in emerging countries than in the U.S. – if this occurs.
Economy & Markets
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