Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Chief Investment Strategist
Summary: Much has been made of the yield curve inversion's potential to signal recession. Here, however, we zoom in a little from the macro view and look at what it means in terms of equity returns.
Equity outlook: The high cost of global fragmentation for US portfolios
Commodity Outlook: Commodities rally despite global uncertainty