David Baker, Director, Investment Strategy and Research, discusses how financial markets braced for sweeping changes but early election day results suggest expectations should
Financial markets braced for sweeping changes but early election day results suggest expectations should be more modest.
David Baker, Director, Investment Strategy and Research, discusses the increase in market volatility as key economic indicators point to a less robust rebound without further
Our focus is on sourcing long-term opportunities for clients in an environment defined by persistently low interest rates, as well as rethinking fixed-income allocations
David Baker, Director, Investment Strategy and Research, discusses why we’ve increased exposure to foreign equities amid historic rally in US stocks.
Select foreign equities, in both developed and emerging markets, now offer an attractive risk/return outlook, given virus containment in many countries, supportive monetary po
David Baker, Director, Investment Strategy and Research, discusses the US stock market’s historic rebound and our reasons for remaining cautious.
It is our base case that the global economy will continue to recover, although unevenly and subject to volatility from headlines on the spread of Covid-19 and (hopefully) prom
David Baker, Director, Investment Strategy and Research, on key market markers in June and why we could see an increase in volatility.