Investment Outlook

Wall Street columns

Tweet Trumps Fed

Recently, we asked which had more clout with investors, the FOMC or President Trump’s tweets. Now we know: tweet trumps Fed.

Wall Street buildings

Oversold Conditions and Dovish Policy Shift Trigger Rebound in Stocks

We believe the global economic expansion will persist into 2020...

Mountain Road Lined with Trees

Fixed Income Outlook: What We Expect in the Second Half of 2019

Entering the second half of 2019, our portfolios are positioned to reflect seven key themes.

Tweet Trumps Fed

August 12, 2019

Recently, we asked which had more clout with investors, the FOMC or President Trump’s tweets. Now we know: tweet trumps Fed.

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Geopolitical Concerns Rise, Stocks Fall

June 25, 2019

Global and U.S. earnings revisions are turning up. We look for stabilization of the U.S. dollar, credit spreads and China’s economy as signals of sustainable future earnings growth.

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