Investing in a changing world can be challenging. Looking at the current environment, there is a wide array of possible outcomes due to heightened political uncertainty in Europe related to a number of key elections in the region and policy upheavals at home.
Looking at the outlook of the major asset classes, there is potential for a break in the clouds. But overall, the things we have been worried about for some time—high valuations for certain risk assets, record-low interest rates, slow economic growth—have not gone away.
The swishing of the President’s pen on paper to sign protectionist measures into law or executive orders could unwittingly cause a financial storm. So far, investors seemed to have shrugged off the risk of protectionism.
While the financial markets have moved well beyond the Global Financial Crisis of 2008, the public trust of a very large sector of the global economy is still severely marred due to continued bad behavior, lack of corporate transparency, accountability and proper risk management, as well as risky
While currency traders were fixated throughout 2016 on the U.S. Federal Reserve’s outlook for short-term rates, we expect that changes in the value of the U.S.
The acceleration of technological innovations and the challenges associated with adapting to them seem to point toward a tumultuous future. That future appears to be approaching faster than ever.
Anyone comparing diversified portfolio returns to domestic equity performance since the election may be disappointed, but this initial discouragement is misplaced.
Taking a closer look at the major market themes and strategic positioning for 2017, the view is slightly more optimistic than 2016, but includes many of the same themes that played out last year.
The potential economic and development gains from gender equality are vast and well-documented—and yet they are currently being bypassed. This joint report with the United Nations Foundation explores the market potential of advancing gender equality.
