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.

Holiday Cheer Wrapped with Trade War Fear

December 19, 2018

As we move into 2019, we expect economic and earnings growth to slow but not stall. We remain overweight U.S. large cap and emerging market equities, but think growth abroad is more likely to surprise to the upside.

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Strong Economic Growth Outshines Trade Issues

August 8, 2018

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.

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