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With swift and sudden market volatility, investors are looking for context and insight. Our economists and portfolio managers react to recent turbulence, giving you thoughts on how to understand and react to market moves.
In this year’s global economic outlook we examine the outlook for the United States and the rest of the world, ask if the coming fiscal stimulus in developed countries could boost this expansion even further, try to shed some light on how central bank attempts to normalize monetary policy might impact the stock market, and investigate the asset class implications of this cyclical upturn and of less-accommodative monetary policy.