China

Noise or News?

In this month's commentary, our in-house research team dives into the implications of previous impeachment proceedings and what this means for the road ahead.

Plus ça Change, Plus C’est La Même Chose

In October, equity and bond markets tipped and turned in response to news headlines reporting on the ongoing China-U.S. trade talks and Brexit sagas. In the end, markets were largely unchanged. What does that mean for the economy and what do we recommend in response?