Erik Ristuben

Erik Ristuben

Chief Investment Strategist


2018 Global Market Outlook

December 2017
Chief Investment Strategist Erik Ristuben and Paul Eitelman, senior investment strategist, highlight key themes from our 2018 Global Market Outlook, including fading geopolitical uncertainties and the likely continuation of global economic growth. They believe that equity markets may push higher over the first half of 2018, before facing headwinds later in the year as the rising risks of a 2019 recession are factored in.

Global Market Outlook – Q3 Update

June 2017
Chief Investment Strategist Erik Ristuben and Paul Eitelman, senior investment strategist, highlight key themes from the third quarter update, including a word of caution for investors in mid-2017’s late-cycle, momentum-driven market. Their analysis of current market conditions has them leaning out of the U.S. rally and buying the next dip or potentially better opportunities outside the U.S. market.

Should investors stay home or go global in 2017?

February 2017
The world trade as a percentage of GDP has been trending downward in recent years. What does this mean for investors?

2017 Global Market Outlook - The new abnormal

December 2016
What’s ahead for investors in 2017? In this video Erik Ristuben and Paul Eitelman provide an overview of our latest Global Market Outlook.

American politics: Markets still depend on fundamentals

September 2016
How might 2016 American politics impact the U.S. economy and markets? Markets still depend on fundamentals.
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