Insights: Market Insights

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.

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

The aftermath of the financial crisis – and the market’s rally – has much to teach investors.

I didn’t anticipate the downturn in emerging markets, but my long-term outlook for EM is still positive.