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Markets & Economy
9 Reasons to Consider European Stocks

European stocks should continue to outperform U.S. stocks.

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By
Talley Léger
| April 24, 2018
Markets & Economy
10 Things to Know About Emerging Market Stocks

We believe there are 10 factors warranting the rotation toward emerging market equities.

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By
Talley Léger
| April 23, 2018
CIO Insights
Is the U.S. Economy Cresting?

The currently slow pace of U.S. economic growth may accelerate in the second half of 2018.

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By
Krishna Memani
| April 16, 2018
Markets & Economy
Why We Think Tech Stocks Should Keep Outperforming

In our view, there are four key tech stock drivers that investors should stay focused on.

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By
Talley Léger
| April 06, 2018
CIO Insights
Will Trade Skirmishes End the Economic Cycle?

Tariffs announced thus far are small and unlikely to have a significant impact on growth.

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By
Krishna Memani
| April 02, 2018
Markets & Economy
Do You Own Enough International Stocks?

We find many investors to be chronically underweight international stocks.

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By
Talley Léger
| March 26, 2018
CIO Insights
Well Played, Jay Powell!

The results of the Federal Reserve’s March meeting were as expected, with one surprise.

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By
Krishna Memani
| March 22, 2018
Markets & Economy
Shape of the Yield Curve May Be Best Economic Indicator

Flattening of the curve suggests the end of economic cycle may be coming, but not imminently.

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By
Brian Levitt
| March 21, 2018
Markets & Economy
8 Lessons for Investors a Decade After the 2008 Market Crash

Words of wisdom from our portfolio managers and thought leaders as the crash turns 10.

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By
Brian Levitt
| March 15, 2018
CIO Insights
Trade Wars: Stop Hyperventilating, It's All About the Dollar

Talk of tariffs should have us focus on politics and the dollar, not economics.

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By
Krishna Memani
| March 07, 2018
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