Welcome to Megatrends, a show that explores the investment opportunities beyond our borders.
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.
In our view, rising interest rates are unlikely to kill the bull market at this point.
The U.S. may be playing with fire on trade if it tries to force a quick victory over China.
We feel investors can build diverse portfolios to target yield—even in a low-yield world.