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.
Markets Update: Bond Yields, Stocks & Oil Futures
Bond yields continued to rise and U.S. stocks saw another mixed close Tuesday, with the S&P 500 closing relatively flat for the second day in a row. Oil futures fell as the news broke that national security advisor John Bolton was on his way out of the White House.
Small-Cap Stocks Staging a Comeback!
The Russell 2,000 started the first half of the week in the green, rallying much more than the S&P 500 which was relatively flat. Turning to eco data, a key measure of labor demand fell for the second month in a row. The Fed will also be watching inflation data coming out ahead of the September rate decision.
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.
Why we don’t chase dividend yield
Dividend yield is just a ratio and doesn’t tell you much about a company, says veteran investor Scott Davis -- and fixating on yield can get you into trouble.
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.
Stocks Start September in the Red
U.S. Equities fell at the start of September as trade tensions intensified, new tariffs on $112 billion of Chinese imports took effect, and U.S. manufacturing data disappointed. Still, investors are finding relief in real estate and utilities. Those two sectors hit record highs.
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.
2Q19 Large Cap Growth Strategy Update
Portfolio Manager Peter Bourbeau discusses secular trends in the technology sector, recent portfolio performance and how the team is navigating through a highly uncertain environment for growth company managements weighing U.S.-China trade tensions and slowing global growth.
Could this be the next big tech innovation?
Portfolio manager and resident big thinker Alan Wilson shares some of the areas of innovation with investment potential that he sees on the horizon.