Compass Changes: * Downgraded agriculture commodities to neutral from neutral/positive. * Decreased duration view to short/intermediate from intermediate. Investment Takeaways: * Our 2014 stock market forecast calls for gains of… Read More
Highlights: Key emerging market central banks have raised rates within the past year in an effort to combat inflation, the threat of inflation, or current account imbalances. Most developed… Read More
Though a market downturn generally isn’t fun for most people, its timing can have a greater impact on some investors than on others. For example, a market downturn can have… Read More
The stabilization in growth forecasts for both 2014 and 2015 is a sign that perhaps the market is more confident now that the global economy is in the middle innings… Read More
The stock, bond, and commodities markets appear to have priced in a return to a positive environment for investors consisting of stronger economic and job growth accompanied by a return… Read More