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Market Outlooks
MarketScape: Equities May Stumble over Rising U.S. Earnings Expectations
Increasing market expectations for U.S. earnings growth over the next two years have backed large-cap equities. Chief Investment Strategist for North America Chris Shipley examines the assumptions underlying earnings estimates and why the market may be in for disappointment.
Market Outlooks
What's the Market Missing? Special Edition - The Next Ten Years: What Investors Can Expect
From bonds to equities, real assets to alternatives, our forecasts and return expectations will help guide your asset allocation decisions.
Market Outlooks
Investment Perspective: Taking the Under
As U.S. earnings estimates keep edging up, high expectations could clash with a stalling global economy. How are we positioned?
Market Outlooks
What the S&P 500 Index Rebalance Means for Investors and Index Managers
We analyze the additions, deletions and weighting changes of S&P 500 companies in one of the largest rebalances in years
Market Outlooks
Central Banks in US, England and Japan Hold Rates, US Government Shutdown Looms
Stocks stumble as the Fed leaned toward higher rates for longer in last week’s meeting. The market impact from government shutdowns historically has been limited.
Market Outlooks
PMC Weekly Market Brief - September 25, 2023
PMC Weekly Market Brief - September 25, 2023
Market Outlooks
PMC Weekly Market Brief - September 18, 2023
PMC Weekly Market Brief - September 18, 2023
Market Outlooks
PMC Weekly Market Brief - September 11, 2023
PMC Weekly Market Brief - September 11, 2023
Market Outlooks
PMC Weekly Market Brief - September 5, 2023
PMC Weekly Market Brief - September 5, 2023