Markets, economy, stocks, growth, global, fixed income, international, asset classes
Brexit uncertainty is not over. But that wasn’t the only thing holding back UK stocks, and investors could be tempted back to the market.
Helping clients build better portfolios
The biggest problem in U.S. productivity growth has been a decline in investment spending.
Is now the time for de-risking?
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