Fed Policy and the Business Cycle
Scott Minerd, Chairman of Investments and Global CIO, stops by CNN International on the morning of the FOMC meeting to discuss the Fed’s ability to delay the timing of the next recession. Read our update to Forecasting the Next Recession
A different take on growth vs. value
With the global economy in late cycle, should stock investors expect to see growth’s longstanding dominance give way to value? Portfolio manager Brad Vogt concedes it’s possible but proposes a more nuanced approach to the market.
Central Banks Eyes Stimulus for Global Economies
Global central banks are expected to introduce monetary easing and stimulus measures to prompt economies being pressured by trade tensions and a slowdown in growth.
Fed to Weigh Jobs Growth Slowdown
Ahead of the September Federal Reserve meeting, the U.S. jobs report showed that a fewer-than-expected 130,000 new jobs were created in August. Fed Chair Powell, described the economy and labor market as "healthy" at a speaking engagement in Switzerland.
Trade Tensions and Brexit Woes Highlight Market Risks
Concerns about the slowing global economy and impact of U.S.-China trade tensions did little to temper uncertainty surrounding Brexit. The upcoming central bank announcements from the ECB and FOMC are awaited.
Global Markets Await Central Bank Decisions
September beckons central bank rate announcements from the Federal Reserve and the European Central Bank. Rate decisions and stimulus measures are awaited as uncertainty over economic growth and trade war continue to sway sentiment.
Retail Industry in Flux from Global Trade Disputes
Retail impact from China trade tariffs and outlook in second half 2019
Trade War Jitters and Growth Woes Mount
Ongoing uncertainty over U.S.-China trade relations and weak growth data from the eurozone pointed to broader concerns for the global economy.
Global Equities Take a Breather
Volatility permeated global bourses as geopolitics and growth concerns weighed on sentiment. U.S. equities posted their worst one-day decline in mid-August and managed only to recover some losses amid expectations of additional central bank stimulus.
Stocks Surge on Tariff Delay
U.S. stocks soared the most in two months after the Trump administration eased back on its trade war with China. Progress in trade talks saw a reversal in sentiment over slowing global growth and muted market reaction to geopolitics.
Transparency in Emerging Markets
In Ivy Investments' Global Midyear Outlook, Dan Hanson of Ivy Investments shares his thoughts on the importance of transparency for emerging markets.
AllianceBernstein 3Q Capital Markets Outlook
Investors have had a very favorable experience YTD with continued strong returns across the board in 2Q. As we anticipate the investment climate to change, we also expect the need for services that both participate and defend to increase. Find out more about the opportunities and potential challenges we see ahead in our latest capital markets outlook video. Capital Markets Outlook: 3Q:2019