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CIO Insights
U.S. Economy: This Girl is On Fire

Higher government spending, not inflation, may ultimately be what heats up the U.S. economy.

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By
Krishna Memani
| February 16, 2018
CIO Insights
Will Rising Rates Kill the Bull Market?

Long-term secular forces will likely keep interest rates low and be supportive of equities.

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By
Krishna Memani
&
Brian Levitt
| February 06, 2018
CIO Insights
Beware the Market Narrative

The recent sell-off in equities may be an old-fashioned temporary market risk-off event.

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By
Krishna Memani
| February 05, 2018
CIO Insights
The Bond Rally Is Dead. Long Live the Bond Rally.

Reports of the demise of the U.S. Treasury rally may be premature.

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By
Krishna Memani
| January 10, 2018
Markets & Economy
David and Goliath: The Battle of the Size Cycle

In our view, the balance of evidence still favours large caps for now.

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By
Talley Léger
| December 20, 2017
Markets & Economy
When Is the Market Correction Coming?

This bull market won’t live forever, but signs point toward a continuation into 2018.

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By
Brian Levitt
| December 14, 2017
CIO Insights
Krishna Memani on Bloomberg: Markets, Growth, and the Fed

Krishna Memani discusses the markets, growth prospects, and the Fed on Bloomberg Radio.

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By
Krishna Memani
| December 12, 2017
Markets & Economy
Equity Outlook: Opportunities Concentrated Outside the U.S.

Emerging markets and Europe offer attractive valuations and growth potential.

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By
Talley Léger
| November 03, 2017
Markets & Economy
ECB Set to End QE Cautiously, Patiently, Gradually

The European Central Bank may be ready to end its quantitative easing programme.

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By
Turgut Kisinbay
| October 25, 2017
CIO Insights
Policy Pacemaker Keeping Global Growth Heartbeat Strong

Global central bank policies are supporting impressive current global economic growth.

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By
Krishna Memani
| October 23, 2017
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