The political crisis in Italy may cause near-term pain for global equities and debt.
We still believe the dollar will weaken—and that emerging markets present opportunities.
History shows that negative economic surprises are positive for European equities.
Our Playbook offers insight into where equity markets may be headed.
Emerging markets and Europe offer attractive valuations and growth potential.
Long-term secular forces will likely keep interest rates low and be supportive of equities.
Despite recent concerns about its strength, the dollar has moved far less than equities.
European stocks should continue to outperform U.S. stocks.
We believe there are 10 factors warranting the rotation toward emerging market equities.