In a recent podcast, CIO Krishna Memani discusses the outlook for the second half of 2018.
While risks are rising, it’s not yet time to wave the white flag on this business cycle.
Despite concerns about trade, it is monetary policy support that will keep the cycle going.
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.