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Asset Management Insights & Research

Timely insights and actionable perspective from our investment experts – all in one convenient place. View our latest commentaries and research – or subscribe to receive e-mail alerts.

Embracing Some Risk

January 14, 2019

The fourth quarter sell-off in financial markets, alongside more dovish commentary from the Federal Reserve, have moved us off our neutral risk stance. Jim McDonald explains.

Unresponsive Policy? Fed Outlook Seems Dated

December 20, 2018

We don’t think the Federal Reserve was dovish enough at the recent meeting, potentially not recognizing the risks to growth that additional rate hikes represent.