Investors should focus on U.S. Federal Reserve policy, not quantitative tightening.
We expect 2019 to be a year of Chinese and emerging market equity leadership.
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.
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.
In our view, rising interest rates are unlikely to kill the bull market at this point.