Multi-Asset Perspectives

Crystal Ball

Market Expectations are High but Realistic

April 20, 2021

The U.S. economic outlook continues to strengthen, with accelerating vaccinations, broadening activity and government support.

Globe with light reflecting

The End is Near, with New Signs of Fear

March 19, 2021

We believe the economy will grow well above trend throughout 2021, as massive pent-up consumer demand is released by vaccination progress, states reopening and highly accommodative government policy.

Columns Perspective

Slow Progress Better Than No Progress

February 19, 2021

Our outlook continues to be that economic recovery is in the offing and will broaden into synchronous, global expansion. Segments of the economy that were protected from the pandemic should stay in a healthy holding pattern.

Market Expectations are High but Realistic

April 20, 2021

The U.S. economic outlook continues to strengthen, with accelerating vaccinations, broadening activity and government support. The global economy should accelerate, but with less certainty due to uneven vaccination progress across countries.

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The End is Near, with New Signs of Fear

March 19, 2021

We believe the economy will grow well above trend throughout 2021, as massive pent-up consumer demand is released by vaccination progress, states reopening and highly accommodative government policy.

Read More

Slow Progress Better Than No Progress

February 19, 2021

Our outlook continues to be that economic recovery is in the offing and will broaden into synchronous, global expansion. Segments of the economy that were protected from the pandemic should stay in a healthy holding pattern.

Read More

Markets Confront Return of Volatility

September 28, 2020

Market sentiment is looking ahead to the end of the COVID-19 pandemic, probably in the first half of 2021, when an effective vaccine is widely distributed. An end date on the horizon is certainly a good thing for stocks.

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