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CIO Insights
MMT: Confusing a Political Idea with a New Economic Theory

So-called Modern Monetary Theory is gaining traction, but would have negative economic consequences.

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By
Krishna Memani
| March 07, 2019
CIO Insights
Capitulation, Thy Name Is Powell

The U.S. Federal Reserve faces reality and decides to pause on raising interest rates.

By
Krishna Memani
| February 01, 2019
Markets & Economy
"Don't Do It" Can Be Good Investment Advice

Investors who reacted quickly to late 2018 volatility may be regretting their hastiness.

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By
Brian Levitt
| January 31, 2019
Markets & Economy
Five More Years for This Business Cycle

Slower U.S. economic growth and sound policy could help extend this already prolonged cycle.

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By
Krishna Memani
| January 31, 2019
CIO Insights
QT? Bah, Humbug! It's All About Fed Policy

Investors should focus on U.S. Federal Reserve policy, not quantitative tightening.

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By
Krishna Memani
| January 16, 2019
Markets & Economy
The End of U.S. Equity Leadership?

We expect 2019 to be a year of Chinese and emerging market equity leadership.

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By
Talley Léger
| January 03, 2019
Markets & Economy
Megatrends Podcast Series

Welcome to Megatrends, a show that explores the investment opportunities beyond our borders.

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CIO Insights
Did Christmas Come Early for Investors This Year?

Hopes that rate and trade policy issues have been resolved may be premature.

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By
Krishna Memani
| December 06, 2018
Markets & Economy
Today's Market Is Much Stronger Than 1998's

The market environment may seem similar, but today’s conditions are much more favorable.

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By
Brian Levitt
| November 16, 2018
Markets & Economy
Recent Correction May Extend Current Market Cycle

We think the market may have appropriately responded to excessive expectations for U.S. growth.

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By
Krishna Memani
&
Brian Levitt
| October 29, 2018
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