Scott Mather, CIO U.S. Core Strategies, discusses portfolio positioning and the impact of the U.S. election on market volatility, currencies and inflation expectations.
Here’s our view on what a Trump presidency and Republican Congress likely mean for markets over the near, medium and longer terms.
Scott Mather, CIO U.S. Core Strategies, discusses negative interest rate policy, or NIRP, among major central banks and the potential consequences for the banking system and the broader economy.
Could low or negative interest rates be hurting, rather than helping?
Financial markets have pondered and predicted the Federal Reserve’s next rate increase for more than two years. How could it possibly surprise?
Many of the restraints on U.S. growth have faded, and by early next year, inflation is set to reach the Fed’s target and unemployment is likely to drop below 5%. However, the long-term potential growth rate continues to fall due to demographics and lack of investment by both public and private sectors over many years.
Mexico’s exports now rely much more on manufactured goods than oil, and with the country’s credit fundamental improving, the relative value of investment grade Mexican bonds looks compelling.