Featured Insights


Chart of the Week

CRUDE OIL SAVED THE S&P

Source: Bloomberg, April 19, 2018 Past performance is no guarantee of future results. Indexes are unmanaged, and not available for direct investment. Index returns do not include fees or sales charges. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment.

 

Crude Oil Saved the S&P

Chart of the Week

Market Snapshot

Faceoff over crude

OPEC’s meeting had some unexpected commentary; the Fed heard tales of good times; Bank of England surprised its markets.


Featured Insights

Investment Insights
Mar 21
Investment Insights

A range-bound year

Powell's First Hike

March 21, 2018

The Federal Reserve did not disappoint at its March 21 meeting. Yet, there are some small but important changes at the Open Market Committee (FOMC).

Market Outlook
Feb 26
Market Outlook

Global Outlook: Good as it gets?

February 26, 2018

We believe economic expansion should continue into 2018. But what two known “unknowns” could complicate the outlook?

Investment Insights
Jan 31
Investment Insights

Central Banks: Behind the Curve

January 31, 2018

Stephen Smith and Brian Giuliano discuss current central bank policies and how they could have a big impact on markets in the year to come – and beyond.

Investment Insights
Jan 16
Investment Insights

Q4 2017 Review and Outlook

Betting on the Non-Evident

January 16, 2018

We believe the year 2018 will shape up to be another year of strong global growth. Many emerging markets remain in the virtuous phase of the economic cycle, while the U.S. should finally start to experience wage and price pressures.

Market Outlook
Dec 26
Market Outlook

Finding opportunities

The Year Ahead in Credit

December 26, 2017

Where does our head of global credit see opportunity next year? Gary Herbert joins Brian Giuliano to discuss global credit markets, opportunities and risks for 2018.

Investment Insights
Dec 11
Investment Insights

Not Out of the Woods...Yet

December 11, 2017

Sentiment toward the U.K. has been mired in contrasting views of the ultimate outcome of the Brexit negotiations. But even with the uncertainty, the U.K. has avoided a recession and the currency appears to be mustering some strength. Is it still possible to be constructive on the U.K.?

Investment Insights
Nov 28
Investment Insights

Emerging Markets: Dangerous? Or Just Like the Rest?

November 28, 2017

Questioning the idea that emerging markets are inherently more dangerous than developed markets.

Investment Insights
Oct 26
Investment Insights

Fixed income

Are there still opportunities in global high yield?

October 26, 2017

The synchronized recovery in global earnings finally appears to be here. Every major market region in the world is now seeing significant earnings growth. We think ultra-accommodative monetary policy can now be dialled back in major developed market economies over the next year.

Investment Insights
Oct 11
Investment Insights

Around the Curve

High Yield: Low-hanging Fruit?

October 11, 2017

The reach for yield may be tempting, but now is not the time to be going for broke when investing for income across both sovereign and credit assets. Instead, we believe waiting for the right opportunities is warranted in the current investment climate.

Investment Insights
Oct 02
Investment Insights

Around the Curve

Can Emerging Markets Hold Steady?

October 02, 2017

Emerging Markets (EM) have been one of the better performing asset classes this year. Is it time to question whether EMs will continue to provide a return on capital for investors?

Market Outlook
Sep 26
Market Outlook

Brandywine Global quarterly letter 2Q 2017

Normalization

September 26, 2017

Brandywine Global's March quarterly commentary stated that the sustainability of the synchronized global expansion would turn out to be the main issue going forward. That has clearly become the case entering the third quarter of the year. Read on to find out why Brandywine Global believes that the reflationary expansion in the global economy is real and sustainable... and what the risks could be.

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