Investment Outlook

Capital building on dollar bill

Hopes Hang on Healthy Consumers

U.S consumers have stayed resilient despite faltering manufacturing activity and trade-war hindrances; we think corporate profits will hold up better than expected.

Tree Trunk

Slowing Growth Leaves Investors Expecting Further Rate Cuts

Despite the headline worries and higher volatility, we view the macro backdrop as sturdy enough to extend the economic expansion.

Wall Street buildings

Oversold Conditions and Dovish Policy Shift Trigger Rebound in Stocks

We believe the global economic expansion will persist into 2020...

Hopes Hang on Healthy Consumers

September 17, 2019

U.S consumers have stayed resilient despite faltering manufacturing activity and trade-war hindrances; we think corporate profits will hold up better than expected.

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Geopolitical Concerns Rise, Stocks Fall

June 25, 2019

Global and U.S. earnings revisions are turning up. We look for stabilization of the U.S. dollar, credit spreads and China’s economy as signals of sustainable future earnings growth.

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