International Equities

Tariff talk leads to a turbulent August

Markets during August were given the washing machine treatment – tumbling this way and that with a long-term trend being counted in minutes.
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Multi-Asset

Collapsing Yield Curve: Are recession fears valid?

Between an escalation of trade wars and Fed Chair Powell’s disappointing messaging on “mid-cycle-adjustments”, investors have been spooked by the recession bogeyman for well over a year
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U.S. Fixed Income

September 2019 Fixed Income Market Update

In our view, though market focus has been on the reinvigorated trade dispute between the U.S. and China as well as the monetary policy transition in the U.S.. lost in the mix has been resilience of the U.S. economy.
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