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On the Minds of Investors
Consultant Corner Podcast Series
EU Referendum
What investors should consider
Global Asset Allocation Views 4Q 2019
Favorable global cycle and USD outlooks create a positive environment
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
2019 Insurance Outlook
The key political, macro and credit risks that insurers may want to address in 2019.