MARKET PERSPECTIVES

Get perspective on today's financial markets with our global economic outlook. Research-driven insights, from our unique point of view.

COMPANY-INFORMED MACRO REPORT

4Q 2014

Defiance – The U.S. recovery has defied slowing global growth, and interest rates have also defied expectations by remaining at historically low levels. This presents a seductive but risky opportunity for investors. Get our company-informed outlook for the remainder of 2014, and why we believe resisting the lure of greater risk will serve investors well. View the highlights

GLOBAL SECTOR REPORT

4Q 2014

Stay Focused – Equities have enjoyed a long march forward, and while they remain attractive compared to alternatives, market complacency warrants caution. A shift in risk tolerances could change markets quickly; understanding how companies may be impacted will drive returns. In this quarter’s global sector report, our equity team shares their insights and industry trends worth watching. View the highlights