Investment Outlook

Third Quarter 2017

The Investment Outlook highlights key components of the macroeconomic environment, current opportunities and risks in the equity and fixed income markets, and potential asset allocation implications. Visit this page every quarter for our most recent insights.

This Quarter's Highlights:

  • Global and Non-U.S.: Europe and emerging markets are gaining as the U.S. recovery matures
  • Global Fixed Income: Global growth is modest as fundamentals improve
  • Multi-Asset Strategies: Macro uncertainty, micro opportunity
  • U.S. Value Equity: We are continuing to find value
  • Alternatives: Opportunities exist for active managers