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.
North America, Europe, Middle East, Africa, Central America, South America, and Asia
Risks assets have delivered very strong performance in recent months, notwithstanding last week’s volatility. At the same time, global bonds have not meaningfully sold off in this otherwise risk-on environment.
Themes from the quarterly Quantitative Beta Research Summit
The S&P 500 could hit 10,000 by the mid-2030s
Pension Pulse Summer 2019
Pension Pulse Spring 2019
A strategic framework for building a private credit portfolio
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.