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Populist Roulette struck twice in 2016 -- could it ease Slow Growth Angst and dislodge Stuck-flation in 2017?
Our chief investment strategist, Jim McDonald, shares our outlook – complete with a detailed analysis of tactical opportunities – in his latest commentary.
U.S. earnings growth, despite confusing headlines, is growing at a steady, if not monotonous, 4%-5%. Meanwhile, the earnings picture outside the U.S. is getting more interesting. Matt Peron explains.
Investors who have benefited from favoring U.S. equities over the past 10 years may want to look elsewhere, as Europe and other regions are increasingly attractive.