Operating earnings are the best measure for long-term investors to use when attempting to gauge corporate profitability.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
Relaunching a new phase of QE could be interpreted as a signal that the U.S. economic outlook is dire.
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
Earnings growth may shake out in the low single digits when all is said and done, but at the current juncture, the risks feel tilted to the downside.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
For a market that is anticipating two more cuts through the end of next year, expectations may need to be tempered.
Investors may want to consider reducing exposure to European financial markets during this period of heightened political, economic and policy uncertainty.
Written by ERISA Strategist Dan Notto, this bulletin discusses insights from our 2019 DC Plan Sponsor Survey