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Markets & Economy
Another False Dawn for U.S. Value Stocks?

Predictions of the twilight of the growth cycle may be exaggerated.

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By
Talley Léger
| August 08, 2018
Markets & Economy
Answers to 11 Pressing Questions from Investors

Equity Strategist Talley Léger addresses investors’ top concerns in the current environment.

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By
Talley Léger
| August 06, 2018
CIO Insights
It Ain't the Economy, Silly. It's Interest Rates and Trade.

Krishna Memani finds hope in the underlying trends that could support continued growth.

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By
Krishna Memani
| July 31, 2018
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
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