A variety of important developments occurred in the first quarter of 2016. In our call this quarter, we discussed:
- Whether poor market performance in the first few weeks of January are a sign of things to come
- What the effect of lower oil prices, Chinese weakness and global manufacturing capacity are likely to be on markets
- The continuing challenges facing the credit fixed income market, in particular the high yield market
- What investors of different kinds should do to implement our continuing risk-off viewpoint
We invite you to read or hear more on these topics and our views on economic trends and marketplace valuations in our Investment Landscape by accessing the following links:
