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Portfolio Managers Marc Pinto and Jeremiah Buckley discuss equity opportunities in the late stages of the current economic cycle.
Equity valuations look reasonable heading into next year, but with the business cycle aging, we believe a focus on free-cash-flow growth is key for dividends.
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
John Pattullo, Co-Head of Strategic Fixed Income, provides insight on the chances of a soft or hard landing for the U.S. economy.
Portfolio Managers Nick Maroutsos, Dan Siluk and Jason England talk candidly about how geopolitics and low interest rates are influencing the market.
A healthy consumer and low bond yields – two trends that dominated 2019 – look set to continue in 2020, creating a favorable backdrop for equities.
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Global Head of Fixed Income Jim Cielinski believes there’s reason to be positive about the outlook for fixed income in 2020 despite a challenging backdrop.
What are the most pressing issues facing investors globally and how will they evolve in the year ahead? Our asset class heads provide their views on the investment themes to watch in 2020.
The end of the corporate debt boom could spell trouble for equities and create demand for alternatives that offer diverse sources of returns.
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To account for longer life expectancies, new regulation aims to lower required minimum distributions from retirement accounts. Here’s what to expect.
At face value, stocks do not look cheap heading into 2020. But low interest rates and a market rotation could help support the asset class.
In our Market GPS: Investment Outlook 2020, our asset class heads provide their views on investment themes to watch in the year ahead.
