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Markets & Economy
Assessing the Bitcoin Investment Opportunity

We take a look at the bull and bear cases for investing in Bitcoin and other cryptocurrencies.

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By
Drew Thornton
&
Ashley Oerth
| January 10, 2018
CIO Insights
The Bond Rally Is Dead. Long Live the Bond Rally.

Reports of the demise of the U.S. Treasury rally may be premature.

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By
Krishna Memani
| January 10, 2018
Markets & Economy
David and Goliath: The Battle of the Size Cycle

In our view, the balance of evidence still favors large caps for now.

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By
Talley Léger
| December 21, 2017
Markets & Economy
When Is the Market Correction Coming?

This bull market won’t live forever, but signs point toward a continuation into 2018.

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By
Brian Levitt
| December 14, 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
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