Our 2019 forecast for markets, economies, and portfolios. Horizontal digitization of technology across economic sectors Labor productivity’s race against the clock Rates and the global debt super cycle Twenty years ago, MSCI and S&P Dow Jones indices developed the Global Industry Classification Standard and defined sectors and industries for the equities market more or less
In the December issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, where he separates the signal from the noise—the useful from the irrelevant—in assessing the significance of the market’s whipsaw volatility of the last two months, and provides our outlook. In Focus by Chief Economist Luke Tilley explores
In the 3Q 2018 issue of our quarterly publication, we: Provide a round-up of yields across the muni spectrum and an overview of yield curves, performance, and fund flows. Offer our outlook for 4Q, framing it in terms of our core narrative. Explore how—in light of the rising rate environment and the lowering of bond
