January 6, 2017
The monthly U.S. payroll report is often viewed as a barometer of economic health by investors and policymakers. Gain insight on this market-moving indicator, its link to trend employment growth and how it fits into the new normal.
December 14, 2016
We are in a time of high policy uncertainty. The counterweight to expectations is perspective, and it is important for investors to leverage perspective for this long-term race we call investing.
November 9, 2016
For the second time in only a few months, a major voting decision has delivered an unexpected result. The victory of Donald Trump in the U.S. presidential election was largely unexpected and, following the old adage that “markets don’t like uncertainty,” may cause a global spike in volatility.