The political crisis in Italy may cause near-term pain for global equities and debt.
History shows that negative economic surprises are positive for European equities.
We still believe the dollar will weaken—and that emerging markets present opportunities.
Our equity strategist offers insight into where stock markets may be headed.
Our Playbook offers insight into where equity markets may be headed.
Emerging markets and Europe offer attractive valuations and growth potential.
Fears that this market cycle may be coming to an end is not a good reason to abandon a long-term investment plan.
Long-term secular forces will likely keep interest rates low and be supportive of equities.
Despite recent concerns about its strength, the dollar has moved far less than equities.