Weekly Commentary
We maintain our preference for equities over fixed income but
reiterate the need to focus on portfolio resilience amid increasing
uncertainty.
Stocks fell, led down by growth and momentum shares. The VIX
vola...
Macro And Market
Perspectives October 2018
Elevated trade protectionism marks the greatest downside risk to
the global expansion and is a prime driver of heightened macro
uncertainty, in our view. The US trade conflict with Chi...