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.
British Prime Minister Theresa May triggered Article 50 on March 29. See why a U.K. departure from the EU remains a risk many investors are monitoring closely.
U.S. political risk isn’t the only threat to the global economy right now. See why the behavior of policymakers and voters across Europe will have major implications for investors in 2017.
We’re inclined to tilt more toward stocks and less toward bonds in a globally diversified portfolio. Emerging-market equities, in particular, offer attractive risk-adjusted return potential.