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  • 3 views on coping with market volatility download

    White papers 9 November 2018

    With swift and sudden market volatility, investors are looking for context and insight. Our economists and portfolio managers react to recent turbulence, giving you thoughts on how to understand and react to market moves.

  • The "new normal" turned into the old normal: Our economic outlook for 2018 download

    White papers 4 December 2017

    In this year’s global economic outlook we examine the outlook for the United States and the rest of the world, ask if the coming fiscal stimulus in developed countries could boost this expansion even further, try to shed some light on how central bank attempts to normalize monetary policy might impact the stock market, and investigate the asset class implications of this cyclical upturn and of less-accommodative monetary policy.