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Markets & Economy
2018 Outlook: The Ride Isn’t Over But We’re Getting Closer

We expect the business cycle to continue, and believe 2018 will be a good year for risk assets.

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By
Krishna Memani
| December 12, 2017
CIO Insights
Krishna Memani on Bloomberg: Markets, Growth, and the Fed

Krishna Memani discusses the markets, growth prospects, and the Fed on Bloomberg Radio.

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By
Krishna Memani
| December 12, 2017
Markets & Economy
Government Shutdown Looms. Should Investors Worry?

The threat of an early-December federal government shutdown hangs over the markets.

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By
Brian Levitt
| December 05, 2017
Markets & Economy
Our Approach to Global Fixed Income

PM Hemant Baijal on managing Oppenheimer International Bond Fund.

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By
Hemant Baijal
&
Krishna Memani
| December 01, 2017
CIO Insights
Is the Tax Plan a Game Changer for Market Leadership?

Proposed federal tax-reforms are unlikely to make value stocks market leaders.

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By
Krishna Memani
| November 30, 2017
Markets & Economy
Equity Strategy Playbook: November Update

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

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By
Talley Léger
| November 20, 2017
Markets & Economy
Building Income Portfolios in an Income-Challenged World

We feel investors can build diverse portfolios to target yield—even in a low-yield world.

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By
Krishna Memani
&
Brian Levitt
| November 16, 2017
Markets & Economy
Why You Shouldn't Fear Quantitative Tightening

Improving economic conditions suggest the time may be right for monetary policy normalization.

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By
Brian Levitt
&
Ashley Oerth
| November 10, 2017
Markets & Economy
Equity Outlook: Opportunities Concentrated Outside the U.S.

Emerging markets and Europe offer attractive valuations and growth potential.

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By
Talley Léger
| November 03, 2017
Markets & Economy
Active Management: Why Challenge The Index?

While market-cap weighted strategies are popular, we believe their reputation doesn’t match reality.

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October 31, 2017
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