While risks are rising, it’s not yet time to wave the white flag on this business cycle.
Despite concerns about trade, it is monetary policy support that will keep the cycle going.
European investors can now tap the firm’s 50 years of global equity management experience.
The political crisis in Italy may cause near-term pain for global equities and debt.
We still believe the dollar will weaken—and that emerging markets present opportunities.
History shows that negative economic surprises are positive for European equities.
Emerging markets and Europe offer attractive valuations and growth potential.
Our Playbook offers insight into where equity markets may be headed.
Long-term secular forces will likely keep interest rates low and be supportive of equities.