A rebound in growth expectations may be in the cards, but elevated expectations in some markets favor stock selectivity.
As the market environment is turning, investors will need to revisit portfolios that likely are too defensive for what lies ahead. Multi-asset strategies can play a useful role.
The investment world seems split into two camps about markets and the economy: A bottom-up, micro view that sees a broad upturn, and a macro perspective seeing continued slow growth and very low interest rates. Who’s right?
Hawkish Fed policy and slower inflation are increasing uncertainty somewhat, nudging us toward a slight shift in allocations.
Markus Schomer, CFA, Chief Economist, explores the shifting political risk, movement toward more synchronized global growth, and the regime change happening in markets