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CIO Insights
Itexit Does Not Sound Too Catchy

The political crisis in Italy may cause near-term pain for global equities and debt.

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By
Krishna Memani
| May 29, 2018
CIO Insights
The Dollar Rally and Emerging Markets in Perspective

We still believe the dollar will weaken—and that emerging markets present opportunities.

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By
Krishna Memani
| May 18, 2018
Markets & Economy
Bad News Is Good News for Eurozone Stocks

History shows that negative economic surprises are positive for European equities.

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By
Talley LĂ©ger
| May 17, 2018
Markets & Economy
Equity Strategy Playbook: Introduction and Outlook

Our Playbook offers insight into where equity markets may be headed.

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By
Talley LĂ©ger
| May 08, 2018
Markets & Economy
Sticking with Emerging Market and European Stocks

Emerging markets and Europe offer attractive valuations and growth potential.

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By
Talley LĂ©ger
| May 04, 2018
CIO Insights
Will Rising Rates Kill the Bull Market?

Long-term secular forces will likely keep interest rates low and be supportive of equities.

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By
Krishna Memani
&
Brian Levitt
| May 01, 2018
CIO Insights
The Dollar is Strong? Give Me a Break!

Despite recent concerns about its strength, the dollar has moved far less than equities.

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By
Krishna Memani
| April 30, 2018
Markets & Economy
9 Reasons to Consider European Stocks

European stocks should continue to outperform U.S. stocks.

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By
Talley LĂ©ger
| April 25, 2018
Markets & Economy
10 Things to Know About Emerging Market Stocks

We believe there are 10 factors warranting the rotation toward emerging market equities.

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By
Talley LĂ©ger
| April 23, 2018
CIO Insights
Is the U.S. Economy Cresting?

The currently slow pace of U.S. economic growth may accelerate in the second half of 2018.

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By
Krishna Memani
| April 16, 2018
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