Welcome to Megatrends, a show that explores the investment opportunities beyond our borders.
Hopes that rate and trade policy issues have been resolved may be premature.
The death cross may be a confirming buy signal for FANG stocks.
The market environment may seem similar, but today’s conditions are much more favorable.
Changes in Washington have not historically impacted long-term performance.
We think the market may have appropriately responded to excessive expectations for U.S. growth.
Get current views on equity portfolio positioning, supported by in-depth research.
The playbook offers our views on where investors can find income today.
Estimated capital gains distributions are now available to help with year-end tax planning.