After broad-based equity gains in 2019, prices are more demanding. We see solid but unspectacular profits growth this year. Technology winners march on and we think financials, selected industrials, Europe and emerging markets offer relative appeal.
Hedged equity (or options overlay) strategies can provide higher risk-adjusted returns over broad-based equity indexes, in part by using options to minimize the impact of market disruptions and downturns.
Characteristics and Implementation Considerations for Private Equity
Emerging market equity: If you wait for certainty, you miss opportunity
Private equity: A potential source for enhanced returns
Article arguing that recent events strongly suggest the euro will survive, though prosperity will be unevenly spread across the eurozone.
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Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.