U.S. corporate earnings look set to fall into recession, defined as two consecutive quarters of year over year declines. Should investors be concerned about future returns in the stock market? Jim McDonald explores when investors should – and shouldn't – worry about falling earnings in his latest strategy commentary "Yearnings for Earnings".
Wages are on the rise for a broad swath of American workers; but is that good for stock markets? Answer: As long as they are earning their wage increases. Find out more in Jim McDonald's latest strategy piece.
May 2, 2016 - Jim McDonald: We've made two key investment decisions this year – maintaining our equity exposure despite the rough start to the year, and increasing our recommended exposure to emerging market equities. What was the decision process behind these moves?