My Blog

As next-gen breakthroughs disrupt the industrial status quo in the coming years, investors should zoom out and look at things through a long-term lens. Conventional financial analysis often involves formulating projections and forecasting future returns...

The Global Insight 2020 Outlook is now available. We see higher ground for equities in 2020. But we are more cautious than at any time in the past decade. We also explore how negative bond yields are modifying investor behavior and distorting the economic...

Is this a fleeting acceleration, or do equities have the right stuff to see them through any potential choppiness and facilitate a further advance? The U.S. equity market has sprinted forward since early Oct., with the S&P 500, Dow Jones Industrial Average...

Investors need to focus on the things that matter most to equity markets and not let the political storm in Washington rain on investment strategies. A one-two punch brought U.S. and global recession risks back to the fore, pushing the S&P 500 down a...

As investors temper their optimism with caution, we look at monetary policy and what central banks could do to prolong the economic expansion. The limits of monetary policy The global economic expansion is marking its tenth birthday, yet celebrations...