Multi-Asset Perspectives

Chess piece on map

U.S. Economic Growth Still Drives Global Expansion

This month, learn how U.S. economic growth and the expected path of U.S. interest rates affect our outlook for stocks.

Blue sky through building

Strong Economic Growth Outshines Trade Issues

Our optimistic outlook for stocks presumes a continuation of the global expansion. Supporting the U.S. fundamental picture are a flat Phillips curve, high corporate free cash flow and lack of private sector imbalances.

ipad charts with glasses and pen

Trade Dominates the Narrative

The first half of 2018 has seen broad retrenchment from last year's strong returns and low volatility. But if fundamentals hold up the second half may be quite different.