It looks like there is room for a further recovery in emerging market assets.
The market environment has returned to a more “normal” mix with less room to exceed growth expectations.
We see three themes that are likely to shape economies and markets in the months ahead.
We are living in a low-return world, with future market returns likely to be lower than in recent history.
We prefer U.S. stocks as U.S. earnings could experience a recovery later this year.
We've downgraded U.S. credit to neutral on valuation concerns.
Please log back in before proceeding.
There was an error logging in. Please try again.
Congrats! You are now logged in. Your exam is being submitted.
