In the July/August 2016 issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, The way forward in a post-Brexit world.In Focus discusses Tipping points for emerging markets.Investment positioning, major themes, and asset class positioning updates.In this issue, Chief Investment Officer Tony Roth discusses the U.K.’s exit from the European Union (Brexit) and a range of events that may take place as a result.
Uncertainty and financial markets are inexorably connected. Every market situation has those elements of risk that cannot be measured with precision—a fact that is equally disconcerting and exhilarating at once. We have been lamenting the uncertainties around economic growth and earnings too weak to lift markets, while also regarding with interest the embryonic evidence of a slightly steeper growth path emerging in this quarter. The Atlanta Fed’s GDPNow estimate of 2Q GDP is reading 2.
In the June 2016 issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, Moving on.In Focus by Cam Albright and Shubhro Banerjee, Reinventing our investment framework.Investment positioning, major themes, and asset class positioning updates.