Robert F. Baur, Ph.D. , Executive Director, Chief Global Economist
Three themes underlie the evolution of the world economy and financial markets in 2019. First, the world economic environment is vastly improved over any period from 2008 through 2016. So, monetary...
Geopolitical risk affects markets, investment decisions, and the global economy. Some main concerns for investors surround the increasingly uncertain outcome of Brexit negotiations, the...
Specialized market knowledge, dedicated and experienced teams, and extensive connections within and across all four quadrants of the market help our clients get the most out of the opportunities...
With swift and sudden market volatility, investors are looking for context and insight. Our economists and portfolio managers react to recent turbulence, giving you thoughts on how to understand...
Robert F. Baur, Ph.D. , Executive Director, Chief Global Economist
Seema Shah, Senior Global Investment Strategist
Todd Jablonski, CFA, Chief Investment Officer
The new year holds some uncertainty for investors. Our investment professionals deliver the three biggest macro, market, and portfolio construction risks they’re focused on in 2019.
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Robert F. Baur, Ph.D. , Executive Director, Chief Global Economist
Stock market outlook: The current rally since Christmas may continue as economic pessimism fades somewhat. But the long-term adjustment to more normal monetary policy has further to run. We’d...
