Multi-Asset Perspectives

Columns Perspective

Moving the Goal Posts on Interest Rates

This month, learn how a stable economic backdrop, well-communicated monetary policy and increasing earnings affects our outlook for stocks versus bonds.

Chess piece on map

U.S. Economic Growth Still Drives Global Expansion

This month, learn how U.S. economic growth and the expected path of U.S. interest rates affect our outlook for stocks.

Blue sky through building

Strong Economic Growth Outshines Trade Issues

Our optimistic outlook for stocks presumes a continuation of the global expansion. Supporting the U.S. fundamental picture are a flat Phillips curve, high corporate free cash flow and lack of private sector imbalances.