Insights: Market Insights

In a recent podcast, CIO Krishna Memani discusses the outlook for the second half of 2018.

Despite concerns about trade, it is monetary policy support that will keep the cycle going.

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 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.