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Posts Tagged ‘strategist update’


U.S. outlook: reconciling strong surveys and a mediocre economic reality

US Outlook

U.S. consumers and businesses report high levels of confidence. But they’re not spending their money where their mouth is. What might this disconnect spell for the U.S. economic and market outlook?

May 18, 2017 Categories: Economic Insights
The muni market comes to its senses

The muni market comes to its senses – with still more potential upside

One third of the way into the new year, Senior Portfolio Manager, Albert Jalso, offers an update on the municipal bond market and how it has fared since his 2016 year-end outlook for the asset class.

May 2, 2017 Categories: Portfolio Corner
Global Market Outlook 2Q2017

Global Markets forecast: Is the rally based on fake news?

Our global strategist team evaluates how the latest pause in U.S. markets’ growth and other factors are impacting other equity markets.

Apr 6, 2017 Categories: Economic Insights
Low return imperative

The Low-Return Imperative: Investing uncomfortably

Market returns for the next 10 years are likely to be lower than historical averages. Three rules may help investors navigate the low return environment.

Dec 20, 2016 Categories: Portfolio Corner
Non-US stock markets

3 indications that non-U.S. stock markets can be great again under Trump

Trump’s victory, rising economic populism on both sides of the Atlantic and poor recent performance of European markets notwithstanding, we believe fundamentals suggest better prospects ahead for non-U.S. equities.

Dec 13, 2016 Categories: Portfolio Corner
Emerging Markets

What next for emerging markets under Trump?

Although President-Elect Trump’s anti-trade campaign rhetoric casts some shadows of doubt on emerging markets investments, opportunities remain, particularly for nimble investors with commensurate risk tolerance.

Nov 29, 2016 Categories: Portfolio Corner
Federal Reserve

Fed rate decision: Steady as it goes. For now

Fed’s June decision to hold fund rate steady reflects patience due to a sharp drop in U.S. May jobs growth. September seen as next most likely date for rate hike.

Jun 16, 2016 Categories: Economic Insights
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