Insights: Market Insights

Welcome to Megatrends, a show that explores the investment opportunities beyond our borders.

Hopes that rate and trade policy issues have been resolved may be premature.

The death cross may be a confirming buy signal for FANG stocks.

The market environment may seem similar, but today’s conditions are much more favorable.

Changes in Washington have not historically impacted long-term performance.

We think the market may have appropriately responded to excessive expectations for U.S. growth.

Get current views on equity portfolio positioning, supported by in-depth research.

The playbook offers our views on where investors can find income today.

In our view, rising interest rates are unlikely to kill the bull market at this point.

The U.S. may be playing with fire on trade if it tries to force a quick victory over China.