Time-tested projections for resilient portfolios
A broad overview of our 2017 Long-Term Capital Market Assumptions
After a long and brutal U.S. Presidential election campaign, Donald Trump has emerged victorious, with Hillary Clinton conceding in the early hours of the morning, and Trump congratulating her on a hard-fought campaign.
Pension funds can build better portfolios by adopting strategies used by insurers
While increased volatility may be on the horizon, strong earnings growth will prevent minor pullbacks from becoming more severe and will support a continued rise in U.S. equity markets in the face of rising rates.
1Q18 earnings update: A tailwind from taxes
The bond bear market, continued normalizing of monetary policy and need to finance expanding U.S. budget deficits, long-term rates are set to rise.
Now is an opportune time for investors to reassess whether passive bond investing can deliver on their fixed income allocation objectives.
Market volatility has come back with a vengeance. However, higher market volatility is normal in the later stages of an economic cycle.