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July - September 2018

The continued synchronized expansion in global activity provided a steady backdrop for asset markets. With inflation decelerating amid weaker oil prices, most asset markets experienced unusually low volatility during Q2, even compared to the relatively calm levels of the past 5 years [...]

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January - March 2018

Investors should enter 2018 with optimism. The global economy is not in bad shape and momentum will be key for the rest of the year. 2017 saw stocks shake off weakness late in the year and we saw the result in the first week of trading this month. In the US the consumer looks to be in good health, we saw wages increase in 2017 at the best pace we have seen since 2009 [...]

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Equity - Review of 2017

2017 was a positive year for major financial market indices. Returns for many indices, especially small-capitalization (cap) and emerging markets (EM) stock indices, turned out to be much higher than strategists had predicted at the beginning of the year. Several equity indices set numerous new record highs throughout the year [...]