Investment Outlook

Second 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.: U.S. continues to lead amid signs of global earnings improvement
  • Global Fixed Income: Baby steps for global growth amid political and economic challenges
  • Multi-Asset Strategies: Diversification and patience are key amid uncertainty
  • U.S. Value Equity: Clarity emerges amidst political volatility
  • Alternatives: Shifts in the post-election market favor a broad opportunity set