Despite improved earnings prospects, global equity valuations remain relatively expensive given the current political and economic risks. In this environment, stocks’ quality attributes are critical.

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Investors have become more bullish about economic growth, inflation, and interest-rate projections. See why we think the anticipated magnitude and timing of this upturn is too optimistic.

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The art of asset allocation resides in maintaining globally diversified exposure across capital markets—finessed by favorable relative calls on the margin. See where we’ve leaned in—and lightened up.

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