Humbling end to 2018 leads to potential for 2019
There are a few reasons to be cautious about the global economy as we head into 2019 but we remain optimistic. Our economic indicators are telling us that there’s some potential in the new year.
Europe's really big (but maybe not so bad) year
Here are some of the key risks and opportunities for investors in the Eurozone for 2019. Plus, the MD investment team highlights a few select portfolio picks in France, Italy and Spain.
China braces for U.S. tariffs
China's growth story over the past 20 years has been epic—in just a couple of decades, it's gone from being a relatively minor player in the global economy to an economic powerhouse with a...
U.S. milking NAFTA negotiations as dispute drags on: should investors be concerned?
It’s a volatile month for markets as NAFTA negotiations continue between the U.S. and Canada but don’t let that affect your investment decisions.
Turkish turmoil: Are things as bad as they sound?
Turkey is making headlines for all the wrong reasons—devaluing currency, high inflation, deficits, questionable political decisions and a worsening U.S. relationship.
G7 Aftermath: G6 + 1
As the world gets together in Russia to celebrate sport and sportsmanship at the 2018 FIFA World Cup, it’s a stark contrast to see the U.S. at odds with most of the developed world as far as trade...
Trade War? More Like Trade Row.
On Monday, China imposed tariffs on 128 American products. American businesses caught in the crosshairs are rightfully concerned about lost revenue, but the outlook for investors is less worrying.
China Continues to Change
China has engineered an astonishing rise to global economic superpower. It’s easy to forget, in the midst of this phenomenon, that it is not a democratic country. What does this mean for investors?
2017 Look Ahead: Cautious Optimism
By Ian Taylor, CFAPortfolio Manager
At various gatherings this past holiday season, I loved answering one question (“Do you know if you’re having a boy or girl?”) and tried to avoid the other...