Beyond Bulls & Bears

Keeping Calm When Volatility Strikes
Perspectives

Keeping Calm When Volatility Strikes

While volatile markets occasionally present a challenge for global investors, it is our view that a knee-jerk reaction is rarely the best response. With careful consideration, the benefit of experience and an active approach, we believe periods of market turmoil can often be a time of great opportunity.

The Sectors Most Likely to Cheer US Tax Reform
Equity

The Sectors Most Likely to Cheer US Tax Reform

It’s always tough to gauge the impact of policy shifts in isolation. However, we think broad tax reform combined with other fiscal stimulus measures, such as infrastructure spending and repatriation of foreign profits, can be very effective (at least in the short term) in providing a boost or acceleration in gross domestic product growth over the next several years.