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Posts Tagged ‘strategist update’


Something to write home about: Emerging markets crushed U.S. stocks & bonds in 1H2017

Something to write home about

The last 12 months have been rewarding for globally diversified investors who held onto their emerging markets exposure—and there may still be more rewards to come.

July 25, 2017 Categories: Portfolio Corner
Grandfather clock

Beware of betting big on U.S. stocks

History suggests that today’s stretched U.S. stock valuations are likely to be followed by a period of low returns. “Buy low, sell high” seems like a particularly good response.

Jun 27, 2017 Categories: Portfolio Corner
US Outlook

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

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
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