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.
U.S. and emerging markets gained last week while ex-U.S. equities fell. Oil fell below $45 a barrel for the first time this year for a 20% decline year-to-date.