Helping clients build better portfolios
New technology could boost productivity and, in turn, economic growth, but relatively full equity valuations and low bond yields pose cyclical challenges.
John Bilton, Head of Global Multi-Asset Strategy, discusses the themes of our 2017 Long-Term Capital Market Assumptions.
The biggest problem in U.S. productivity growth has been a decline in investment spending.
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
In this Eye on the Market, Michael provides an update on the credit risk of US states based on their unfunded pension and retiree healthcare obligations.