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Commentary and Insights
Helping your clients prepare for the market ahead.

Mutual Fund Commentary & Insights

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Download resources to help your clients put context around today’s market news, previous quarterly performance, and the long term outlook for their funds.

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Transamerica 2018 Outlook

Transamerica Asset Management, Inc. Chief Investment Officer Tom Wald, CFA®, presents his Transamerica 2018 Outlook, “Answering the Bell,” examining the potential effects of tax reform, near full employment, corporate profits, and equities and bond markets at home and abroad.

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Transamerica Mid-Year 2017 Outlook

In his Mid-Year 2017 Market Outlook, titled “Riding the Current,” Transamerica Chief Investment Officer Tom Wald, CFA®, believes U.S. stocks remain well positioned for further appreciation. Wald says that while calls for tax reform and an infrastructure blitz have stalled, markets have advanced on solid corporate earnings. 

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Transamerica 2017 Outlook

Following the 2016 presidential election and a surprise year-end stock market rally, Transamerica Chief Investment Officer Tom Wald, CFA®, is looking ahead to 2017 and how things may shake out under a dramatically different administration.

In this brief video, Tom shares his views on the stock market, interest rates, inflation, and international markets.

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