Opportunities beneath the surface

Published By: Andrew Jackson, Hermes Investment Management | January 17, 2020

Over the past few months I have travelled far and wide talking to fixedincome investors. Back home, it now seems like a good opportunity to pause and reflect.
In 360, we try to give you our views on markets and avoid those that sound stale or just push the same ideas over and over again. Yet we also try to present a consistent approach in a language which grows in fluency and allows us to dig deeper at times.

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The Enduring Economic Expansion A Cycle Of Resilience

Published By: TD Asset Management Inc. | 20/12/2019

It’s official. The U.S. economic recovery from the devastating Great Recession (20072009) made history in July 2019, as the 121-month expansion officially became the longest on record. In December the cycle extended to the 126-month mark, and continues to roll along. According to the National Bureau of Economic Research, the previous record spanned 120-months (1991-2001) and many will recall the dotcom implosion that punctuated its calamitous end.


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