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Featured articles

  • Climate change investment implications

    As a result of the consensus that has formed around the human influence on climate change, we see several major developments that have significant future economic and investment implications. This piece discusses the evolution of the consensus view and the resulting implications.

  • What happened to asset class returns in 2019?

    While 2018 had no major asset class gain more than 5%, 2019 saw many asset classes make double-digit gains, led by the NASDAQ Indexes total return of 35.2%.

  • Markets in 2020, fixed income year-in-review, and new highs look likely

    Major issues persist with our optimistic outlook, a look back to fixed income in 2019, and a repeat of the market's 2019 result does not appear probable.

  • Outlook 2020

    We envision another year of positive economic growth and favorable markets, but correcting for evolving uncertainties surrounding the election and geopolitics keeps us agile.

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