By Richard Clarida | Nov 23, 2016 Fed Minutes and the Election: The Case for December Grows Stronger The minutes reveal a committee that had expected to hike at the meeting on December 13-14. Developments since could only have strengthened the case.
By Mike Amey | Nov 23, 2016 UK Budget: The End of Aspirational Austerity Ever since the Conservative government came to power in 2010, one of its key policy goals has been reducing the annual government deficit to achieve fiscal balance.
By David Hammer | Nov 17, 2016 Muni Investors: Look for Opportunities Amid Post-Election Policy Shifts Municipal investors are now mulling what the shifting policy agenda under a Donald Trump presidency and Republican Congress could mean for their portfolios – and we see opportunities for active management amid the related volatility.
By Jerome M. Schneider | Nov 17, 2016 After the U.S. Election: The Four R’s of Investing for Capital Preservation Now that we have clarity on the U.S. election and seem to be on the precipice of a Fed hike, it is time to refresh the rules for investing for capital preservation.
By Gene Frieda | Nov 15, 2016 What Do the U.S. Elections Mean for Emerging Markets? For much of 2016, a unique alignment of push and pull factors has driven strong performance in emerging markets (EM). The election of Republican Donald Trump and Republican majorities in the U.S. Congress on 8 November, however, represents a pivot point.
By Joachim Fels | Nov 14, 2016 Mr. Market, Dr. Strangelove and President Trump A more differentiated view of the potential long-term economic and policy consequences of President-elect Trump must take on board both the considerable uncertainties still surrounding the next U.S. administration’s economic policies and the global links between economies and markets.
By Scott A. Mather | Nov 10, 2016 New President, New Positioning? 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.
By Libby Cantrill | Nov 10, 2016 Trump Victory, Republican Congress: Policy Implications for Investors Libby Cantrill, PIMCO’s head of public policy, discusses the policy outlook and market implications following the U.S. election.
By Scott A. Mather | Nov 09, 2016 The Victory Few Saw Coming: The Impact of Trump’s Win on Markets Here’s our view on what a Trump presidency and Republican Congress likely mean for markets over the near, medium and longer terms.
By Libby Cantrill | Nov 03, 2016 Investors: Focus on State Polling as U.S. Election Nears A handful of key battleground states will likely dictate next Tuesday’s outcome, as in so many prior races.
By Tiffany Wilding | Nov 03, 2016 U.S. Labor Market: How Much ‘Room to Run’? We believe recent developments in the labor market may actually indicate declining and more limited slack.
By Richard Clarida | Nov 02, 2016 Fed Statement: No Waves, December Hike Still Likely Today’s Fed statement seems aimed at making as few waves as possible.
By Ed Devlin | Nov 01, 2016 Canadian Housing: At a Turning Point But Unlikely to Crash Canadian housing prices, which have nearly doubled over the past decade, may finally be at a turning point.
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David Hammer Ed Devlin Gene Frieda Jerome M. Schneider Joachim Fels Libby Cantrill Mike Amey Richard Clarida Scott A. Mather Tiffany Wilding
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