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Market Outlooks
MarketScape: Why Diverging Earnings Trends for Growth and Value Matter
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The slide in global stocks may be creating some mispricing and, therefore, opportunities for investors.
Market Outlooks
MarketScape: Investors Still Guessing on Interest Rate Peak
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More inflation surprises and the U.K. market crisis show how changes to the interest rate outlook can quickly move markets.
Market Outlooks
Capital Market Assumptions: 5-Year Outlook
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Chief Investment Strategist Jim McDonald breaks down our new five-year Capital Market Assumptions outlook, which outlines key investment themes that ultimately drive our asset class return expectations for the next five years.
Market Outlooks
MarketScape: How Value Stocks Performed After Technical Recessions
Investors may worry that value stocks’ outperformance may be coming to an end, but history shows a different pattern. Chief Investment Officer for Global Equities Michael Hunstad, Ph.D., examines value’s performance after technical recessions.
Market Outlooks
MarketScape: Stubborn Inflation Clouds U.S. Outlook
Chief Investment Strategist Jim McDonald examines a more cautious outlook for the U.S. economy.