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Policy and Regulatory Commentary
Do Endorsements Matter? No … and Yes
Last year, we looked at how accurate polls going into the Iowa Caucus have been at predicting the eventual outcome of that state’s first-in-the-nation election. The conclusion, way back then, was that surveys conducted a few months out from voting have not historically been very good at telling us who was going to win.
Market Outlooks
Global Weekly Commentary: U.S. dollar underpins EM assets
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We see the U.S. dollar stabilizing or weakening over the next six to 12 months. Two broad drivers – monetary policy differentials and risk appetite – decide the dollar’s moves, in our view.
Policy and Regulatory Commentary
The Next Trade War Will Be Digital
At a celebration of the three-centuries’ long relationship between the United States and France last spring in Baltimore, Maryland Lt. Gov. Boyd Rutherford (R) proclaimed, “The history of Maryland is intertwined with France.” While the lieutenant governor was most likely referring to French immigration to Maryland beginning in the mid-1700s that has created a vibrant “French Town” in Baltimore, the nation and the state seem to still have a lot in common: to the chagrin of other governments, both are pursuing a digital services tax (DST).
Policy and Regulatory Commentary
Trade and Terrorism Could Spell a Bumpy 2020 for Tech
Earlier this week, the U.S. Department of the Treasury announced it would no longer consider China to be a currency manipulator. (That’s a big step for the U.S. president. On the campaign trail in 2016, President Trump regularly called out China for its efforts to sway the valuation of its currency; something some key Democrats, like Senate Minority Leader Chuck Schumer (D-N.Y.) have echoed.) Today, President Donald Trump and Chinese Vice Premier Liu He will sign a limited, phase one trade pact between the United States and China.
Market Outlooks
Global Weekly Commentary: A cyclical rotation
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Markets have greeted the new year with optimism. The signing of a limited “Phase 1” deal between the U.S. and China reinforces our expectation for global trade tensions to take a pause in 2020.
Market Outlooks
Global Weekly Commentary: Geopolitical risks on our 2020 radar
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U.S.-Iran tensions have spiked in recent weeks with the U.S. killing of a top Iranian military leader triggering retaliation. This reminds us of still heightened geopolitical risks across many dimensions, even as we see a relatively benign backdrop for risk assets in 2020.
Policy and Regulatory Commentary
Happy New Year and Welcome to the 2020 Election Cycle for Real
Happy New Year! With 2020 having now arrived, we are in the midst, in earnest, of the presidential and congressional elections. The Iowa Caucus, set for Monday, Feb. 3, is now 32 days away. While there will be some policies enacted in Washington in 2020, because the year will be overwhelmingly dominated by politicking and primaries, we begin our updates in the new year examining where the race for the White House, and Congress, stands.
Market Outlooks
Envestnet 2020 Market Outlook Webinar
Thursday, January 9, 2020 | 4:00 - 5:00 PM EST
This webinar will be moderated by Envestnet | PMC’s Chief Investment Strategist and feature thought leaders from three asset managers giving their views and expectations for the markets heading into 2020.