US politics seem more polarized than ever. President Donald Trump and former Vice President Joe..

Macro Strategies, Election

The severity of the current economic downturn has surpassed that of the global financial crisis..

Macro Strategies, COVID-19

Donald Trump's presidential upset has stunned financial markets, which had heavily discounted a..

Macro Strategies, Election, Infographic

This is a “risk on” environment that has supported fixed income credit sectors - but it probably..

Macro Strategies, Market Outlook

Sharp declines in China’s equity markets have heightened fears about the country’s economic..

Macro Strategies

Some headlines from our recent global asset allocation team (GAAT) meeting:

1. Go International for..

Macro Strategies