Insights

Some recent data suggest the global economic expansion is intact, while other clues indicate caution is warranted. What does that mean for investors?

With improving growth projections and structural economic changes, emerging markets are attracting investment in both equities and fixed income.

The U.S. equity market is purring along, but the threat of market volatility remains. We look at three lingering risks investors should keep in mind.

With a paint-by-numbers policy decision, the Fed missed an opportunity to express itself more freely. And the market reaction this week reflects that.

Raising the U.S. debt limit has been a regular occurrence, but striking a deal has often been an arduous task. We explain why this round of negotiations looks particularly tough.

S&P 500 companies are beating earnings projections by a healthy margin. But investors should consider the caveats.

We explain why we believe it will be status quo for the currency despite reports to the contrary.

While investors have been debating about an economic recession, an earnings recession has already settled in. We examine how this may play out.

Mark Bayko and Jim Allworth from the Global Portfolio Advisory Committee discuss recent economic and market developments, the outlook ahead, and the need for reassessing investors’ risk appetites. Listen here (approximately 25-minute duration). Related...