When looking to build model strategies—or investment portfolios that target and solve for specific client objectives—we should be conscious of our competencies. We believe it is essential to understand where we lack expertise and need help.
Vanguard Senior Economist Andrew Patterson gives an update on trade tensions, the labor market, interest rates, stock valuations, and expected returns.
We see earnings likely staying strong through 2018, particularly in the U.S. Read more in our weekly commentary.
Equities have been fueled by solid earnings despite trade disputes. Read more in the Nuveen weekly commentary.
Read the full commentary for insight on FAANG stocks, Fed policy, tariffs, and other key factors affecting the US economy in the near term.
On this week’s podcast (recorded July 30, 2018), Tim discusses why the underlying components of the GDP growth report were most encouraging and speaks to why the US economy should continue to perform well into 2019.
Beginning in the second half of 2010, asset managers and economists began forecasting the Federal Reserve’s (the Fed) first post-financial crisis rate hikes, and higher rates across the curve by the middle of 2011.
The outlook for EM equities may be brighter than what recent performance suggests. Read why in our weekly commentary.
The two key global market trends of early 2018 - U.S. growth leadership and the U.S. dollar bounce - have probably run their course. Be alert for an escalation in the trade-war issue, and keep an eye on the yield curve for a U.S. recession warning, although a recession seems unlikely before late 2019.
Earlier this week, the International Monetary Fund (IMF) issued an updated World Economic Outlook, keeping its global forecast unchanged since April. It continued with an optimistic prediction that the world economy will grow 3.9% through 2019.
We see a moderate yuan depreciation in the short term. Read why in our weekly commentary.
On this week’s podcast, Leigh provides a brief review of the markets.