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Market Outlooks
Global Weekly Commentary: Coronavirus worry clouds markets
This piece is approved to use with clients.
The coronavirus outbreak emanating from China has sent jitters across financial markets amid fears of a hit to the global economy. We still expect growth to edge higher in 2020 thanks to easier financial conditions and trade tensions going sideways, yet the unknown magnitude and duration of the outbreak pose downside risks.
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.
Market Outlooks
Clark Capital: Quarterly Economic and Capital Market Review
Clark Capital: Quarterly Economic and Capital Market Review
Market Outlooks
2020 Market Outlook: Recession Risks or Market Myths?
While questions surrounding the pace of U.S. economic growth linger, how can investors distinguish recession risks from market myths? Read Chief Investment Officer Sean Clark's 2020 Market Outlook commentary to see what risks and opportunities investors face in the year ahead.
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.
Santa Claus Rally Came to Town in December
The markets did not hit pause in the final month of 2019 as major U.S. equity indices achieved new all-time highs as the year concluded.
Market Outlooks
Global Weekly Commentary: Guide to our 2020 outlook
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We see a big shift in the macro environment in the year ahead – as the dovish monetary policy pivot of 2019 fades as a market driver. We detail these views in our 2020 Global outlook.