The U.S. economy should slow but not stall in 2019 due to fading fiscal stimulus, higher interest rates and a lack of workers. Even as unemployment falls further, inflation should be relatively contained.
Daily comprehensive market and economic trends through clear and compelling charts.
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Recently updated with the latest available data, Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Key findings from the Multi-Asset Solutions Strategy Summit
Factor investing through the cycle
Investors are concerned about the deterioration of corporate debt quality.
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.