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MARKET INSIGHT - November 2017

MarketInsightMarket Insight

Stocks continue their climb in a “goldilocks” environment

IInvestors continued to favor risk assets in October, especially equities. The truth is that business conditions remain good and international PMIs lend support to the idea that economic growth will stay firm for the next 6-9 months.

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MARKET INSIGHT - October 2017

MarketInsightMarket Insight

Some challenges coming into focus for 2018

September turned out to be a good month for financial markets, thanks to the confirmation that the global economy continues to benefit from cyclical tailwinds. The “goldilocks” scenario has become consensual. Expectations for decent economic growth and contained inflation in 2018 go unchallenged. Against such a backdrop, it should come as no surprise that the implied volatility of equities (VIX index) is flirting with its lows of July 2017.

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