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...

G-3 Outlook: Calm Waters

April 29, 2019

Stable interest rates, low inflation and near-trend growth point to continued equity performance and moderately higher Treasury rates.

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Holiday Cheer Wrapped with Trade War Fear

December 19, 2018

As we move into 2019, we expect economic and earnings growth to slow but not stall. We remain overweight U.S. large cap and emerging market equities, but think growth abroad is more likely to surprise to the upside.

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