Beyond Bulls & Bears

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Improving macro data and continuously dovish central banks have kept equity markets well supported. Given the push and pull, the market continues to react to specific headlines and announcements, rather than the reopening trade as a general theme.

Quick Thoughts: Why Our Managers Disagree on Inflation, Rates, and Growth
Perspectives

Quick Thoughts: Why Our Managers Disagree on Inflation, Rates, and Growth

Multiple leadership and diverse views steer how we invest in our global economy. Our recent macroeconomic investment roundtable with three of our autonomous investment managers found commonalities and disagreements on the path for global economic growth. All agreed that global growth will be significant this year, but there is some disagreement as to how persistent it will be. Our Chief Market Strategist Stephen Dover believes when thinking about fixed income investing, it is important to think beyond rising interest rates and focus on the many ways to obtain total return.