Featured Market Snapshot
Current market uncertainties are generating potential opportunities for income investors.
Our managers discuss why the current pessimism about global growth and the U.S. economy may be overdone
Thoughts from our managers on opportunities to explore later in the economic cycle.
Fresh thinking from our managers on the issues investors are talking about now.
The British pound seemed to enjoy the current impasse; Italy considered joining China's Belt and Road Initiative on commerce and infrastructure; U.S. economic data was less than encouraging; China and the U.S. agreed to continue agreeing.
China’s latest tariffs focus on U.S. agricultural exports; financial markets are pricing in at least one Fed rate cut this year; U.S. consumers’ debt load reached $13.67 trillion, with student debt outstripping auto loans.
Negotiations on a U.S. - China trade agreement hit a snag; U.S. inflation continued its sluggish pace in April; South Africa's election was a qualified victory for the ruling ANC.
Friday's jobs report for April handily beat expectations; the Fed's assessment of low inflation as "transitory" surprised markets; prices for pork and feedstocks could be rocked by a massive outbreak of African swine fever in China.
Strong headline growth for the U.S., with the devil in the details; Policy signals from China as trade talks resume.
China's economy showed renewed strength; Eurozone manufacturing weakened; U.S. industrial production fell slightly as companies began to work down inventory levels.
Brexit got a six-month breather; US growth stayed on the path, while Italy downgraded its own forecast; China's exports recovered, but imports fell; shale oil got another large sponsor.
Friday saw a solid U.S. jobs report, with only a couple of wrinkles; Germany's manufacturing sector had a distressing February; Greece's debt crisis generated an ironic payday; Brexit hit yet another pothole.
Consumers held back slightly in January; the ECB contemplated another innovation to support Europe's banking sector; Theresa May's Brexit deal was defeated in the House of Commons; Sweden contemplated deficit spending to support its slowing economy.
The FOMC made a major dovish move; Brexit got a reprieve and the UK has some decisions to make.
February's jobs report disappointed at the top, but the angels were in the details; China's growth cast a long shadow; Europe's central bank went full dovish.
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