Still Waiting for Godot

Populism and Washington dysfunction are two key risks for markets in 2017, and last week was an important one for both.

Geopolitical Risk or Opportunity?

During the second quarter of this year, an almost-eerie calm has settled over markets. For the first time in more than 20 years, bonds, stocks and commodities all rose together, while volatility across all asset classes continued to decline to extremely low levels. This was especially unusual given the domestic economy’s contraction during the first […]