Despite last week's rally, investor sentiment remains depressed and we expect volatility will persist.
Monetary policy is no longer the surefire tonic for investors it was even a few months ago.
Investors have an irrational fear of what already occurred and not what might come in the future.
A sputtering global economy and central bank ineffectiveness point to further volatility.
Dividends have become a more important part of equity returns as stock price increases have lessened.
We have to understand and deal with negative rates, whether they are good policy or not.
Demographics still support "lower rates for longer."
While markets can certainly do anything, I think the "selling stampede" is over.
Saudi officials insist the kingdom's oil production strategy is not aimed at putting U.S. shale producers out of business.
Two major nations, one each in Europe and Asia, stand out as possible risks.
The speed and magnitude of the decline in the 10-year Treasury yield witnessed in recent weeks is very rare.
This is the third worst start for stocks over the past nearly 90 years.
The new view's focus is on reforming the financial system and government policy to boost business investment.
It's important to separate your personal voting preferences from your investments.
Putin’s real aim in intervening in Syria is to foster the European Union's disintegration.
The arkets appear to be pricing in a 50 percent chance of a U.S. recession, but we believe a recession is unlikely.
In my opinion, the American president is one of the least powerful national leaders in the world.
The reduced effectiveness of central bank policies lie behind much of what ails the global markets.
What happened to drive Asian and particularly European markets down that hard?