Perspectives Blog

Insights on current market events and investment opportunities.

Ghost of crises past

Jay Leopold, Head, U.S. Investment Risk | October 27, 2014

The market’s extended period of low volatility was shattered in the past month. While it is possible fear-driven selling could resume or accelerate, we do not believe this is the most likely outcome. Given the U.S. economy’s reasonably good fundamentals, we believe that patient investors will get more treats than tricks in the future. As

To infinity and beyond!

Colin Moore, Global Chief Investment Officer | October 13, 2014

Financial markets are now questioning the time limit on an infinite QE policy and what lies beyond its expiration. While volatility and corrections are unpleasant, they can motivate investors to focus on fundamental issues such as capital investment and labor productivity. The transition from our focus on extraordinary monetary policy may be painful, but it