Markets, economy, stocks, growth, global, fixed income, international, asset classes
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
Trade policy is of first-order importance in a more connected world, and markets have been reacting nervously to U.S. trade disputes.
This podcast series explores 4 of this year's compelling themes from our 2018 Long-Term Capital Market Assumptions.
The stakes are high, since the internet has been a key driver of growth and consumer welfare for the last 20 years. What are the implications if Net Neutrality is repealed?
A summary of the factors driving global markets over the last month.