Market Volatility
Find guidance on how to respond to short-term volatility or longer market downturns.
Market Correction: What Does It Mean?
What does a "correction" mean, what's likely to happen next, and what can investors do now?
The New Magnificent Seven?
We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.
Safe Haven From the Trade War?
Tariff policies have been announced and then subsequently rescinded or delayed–but not yet resolved. They may still hold the potential for market volatility.
Tariffs: Bark Worse Than Bite?
Markets responded positively during Trump's first week in office, despite threats of tariffs on the three largest trading partners of the U.S. Are trade risks being dismissed?
What's Ahead for China in 2025?
Economic data and policies out of China are typically delayed until mid-March. Stock volatility may be prevalent until initiatives are clarified after the Lunar New Year.
Top Five Surprises for 2025
Surprises most often are hiding in plain sight. Being aware and prepared with a plan for the unexpected are keys to achieving goals.
Something's Gotta Give
Business sentiment shows continuing decline; earnings estimates reflect robust growth. Can we expect more optimism post-election, despite policy uncertainties?
Pivot to Fiscal Policy
Tighter fiscal policy in Europe and China may hinder the economic response to easing monetary policy, with a resulting shift in investors' focus.
Is China Investable Again?
Should China deliver sufficient stimulus to break the cycle of tightening fiscal policy, we may find China, and emerging markets, investable again.
2024 Elections: Big Bark, Little Bite
Policy, more likely to be dictated by economic circumstances, may not resemble generous populist proposals, which could limit their impact on stock markets.