The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Using model portfolio analytics, this paper considers the right size, and the role an enhanced allocation to real assets can play in portfolios during various stages of the pension life cycle.
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
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