Beyond Bulls & Bears

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Investor focus has been on inflationary pressures and the impact on bond markets as many government bond yields continue to widen. Intertwined with these issues is how central banks react and adapt to this environment.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Global equities were mixed last week across the regions, reflecting unwinds and relative exposures to value versus growth. COVID-19 themes were evident as fears regarding the spread of the Delta variant hit investor sentiment given potential travel restrictions.

US 2020 Election Investment Pulse: No Blue Wave Lessens Policy Uncertainty
Equity

US 2020 Election Investment Pulse: No Blue Wave Lessens Policy Uncertainty

While the race for US president has not yet been decided, it does appear there is some certainty over the Congressional makeup, with a split maintained between Democrat and Republican majorities in the two chambers. Our Katie Klingensmith talks with our Head of Equities, Stephen Dover, and co-CIO of ClearBridge, Scott Glasser for their thoughts on why this might be a good thing for equities.

US 2020 Election Investment Pulse: The Only Certainty is Uncertainty
Perspectives

US 2020 Election Investment Pulse: The Only Certainty is Uncertainty

With just one day until the 3 November US elections, our Head of Equities Stephen Dover joined Templeton Global Macro’s Katie Klingensmith and Fiduciary Trust Company International's Gene Todd for a discussion about what they are keeping an eye on as investors. They explain why they think in times of uncertainty it’s so important to keep a long-term view, and why potential investment opportunities abound no matter who is in the White House.

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.