Andrew Pease

GLOBAL HEAD OF INVESTMENT STRATEGY


2018 Global Market Outlook — Q4 update

September, 2018
The U.S. Federal Reserve (the Fed) is settling into a quarterly tightening routine that could see the federal funds rate rise above 3%. Even so, the upside for the U.S. dollar looks limited given its expensive valuation and crowded long positions. We believe a pause in the dollar uptrend should bring respite to beleaguered emerging markets.

Global Market Outlook - 2017 Annual Report

January, 2017
Our global team of investment strategists believes Trumponomics and Brexit point to an investing rollercoaster in 2017. Near-term, they expect global economic growth to improve, spurred by fiscal stimulus as political leaders worldwide move away from austerity.