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CIO Insights
Is the Cycle Over? Not Yet.

While risks are rising, it’s not yet time to wave the white flag on this business cycle.

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By
Krishna Memani
| June 22, 2018
CIO Insights
Why North Korea Is the Right Model for Understanding Tariffs

Despite concerns about trade, it is monetary policy support that will keep the cycle going.

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By
Krishna Memani
| June 20, 2018
CIO Insights
Oppenheimer Brings Its Global Expertise to Europe

European investors can now tap into the firm’s 50 years of global equity management experience.

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By
Krishna Memani
&
Douglas Stewart
| June 19, 2018
CIO Insights
Itexit Does Not Sound Too Catchy

The political crisis in Italy may cause near-term pain for global equities and debt.

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By
Krishna Memani
| May 29, 2018
CIO Insights
The Dollar Rally and Emerging Markets in Perspective

We still believe the dollar will weaken—and that emerging markets present opportunities.

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By
Krishna Memani
| May 18, 2018
Markets & Economy
Bad News Is Good News for Eurozone Stocks

History shows that negative economic surprises are positive for European equities.

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By
Talley Léger
| May 17, 2018
Markets & Economy
Sticking with Emerging Market and European Stocks

Emerging markets and Europe offer attractive valuations and growth potential.

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By
Talley Léger
| May 11, 2018
Markets & Economy
Equity Strategy Playbook: Introduction and Outlook

Our Playbook offers insight into where equity markets may be headed.

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By
Talley Léger
| May 08, 2018
CIO Insights
Will Rising Rates Kill the Bull Market?

Long-term secular forces will likely keep interest rates low and be supportive of equities.

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By
Krishna Memani
&
Brian Levitt
| May 01, 2018
CIO Insights
The Dollar is Strong? Give Me a Break!

Despite recent concerns about its strength, the dollar has moved far less than equities.

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By
Krishna Memani
| April 30, 2018
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