“Global Equity Market Outlook: Favor U.S. and EM” | Weekly Market Commentary | January 16, 2018
“2017 was an excellent year for international equities, particularly EM.”
“A Global View on Fixed Income” | Bond Market Perspectives | January 16, 2018
“Dollar weakness in 2017 helped propel unhedged foreign developed bonds and U.S. dollar-denominated EMD to strong performance.”
“Global Growth Expected to Continue in 2018” | Weekly Economic Commentary | January 16, 2018
“Global economic growth was stronger than expected in 2017, and we anticipate moderate acceleration in 2018.”
“Better Growth, New Tax Law Drive Strong Finish to the Year” | Market Insight Quarterly | Fourth Quarter 2017
“Data point to a U.S. economy that has picked up some speed.”
Market Insight Monthly | December 2017
“Economic reports released in December 2017, which mostly reflect economic activity in November, largely exceeded economists’ consensus expectations and suggested continued steady growth in the U.S. economy. “
“Fixed Income in 2018: Still Under Pressure” | Bond Market Perspectives | January 9, 2018
“We look back at U.S. fixed income performance in 2017, while exploring what themes may persist in 2018.”
“Will a Strong 2017 Carry Over into 2018?” | Weekly Market Commentary | January 8, 2018
“We close the book on a solid 2017 for U.S. stocks while tipping our caps to a strong start to 2018.”
“2017 Was Good for the Economy; 2018 Could Be Even Better” | Weekly Economic Commentary | January 8, 2018
“This week, we provide an overview of a solid 2017 for the economy.”
“Investment Implications of the New Tax Law: Economy at a Glance” | Weekly Economic Commentary | January 2, 2018
“The new law is intended to boost economic activity and simplify the U.S. tax code.”
“Investment Implications of the New Tax Law: Equities at a Glance” | Weekly Market Commentary | January 2, 2018
“The new law is intended to boost economic activity and simplify the U.S. tax code.”
