June 8, 2018— Global investors view European elections, referenda, and other changes of government through a market lens: To what degree are these political developments favorable or unfavorable for markets? The surprise 2016 BREXIT referendum outcome was, of course, market negative. French, German, and Dutch elections in 2017 were all positive, in that they produced
In the June issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, 2018 Halftime Report: Charting progress on our Capital Markets Forecast. In Focus provides a look at emerging markets, whose economies and asset performance projections are closer to home than you may think. Investment positioning and asset class
May 31, 2018— Over the last week there were significant developments in Italian politics that roiled worldwide markets. We believe some of the market volatility was an overblown reaction to the proposal of an anti-euro finance minister, dredging up Greece-style fears of cracks in the eurozone but in a much larger, more consequential country. The
