INSIGHTS

4th Quarter 2016 Investment Landscape

A variety of important developments occurred in the third quarter of 2016. During our 4th quarter Investment Landscape conference call, we discussed :

  • Labor market trends and an increasingly attractive environment for the U.S. consumer
  • The approaching U.S. presidential election, and potential market implications
  • What inflation and bond yields might mean for U.S. equity valuations
  • The rebound in emerging market corporate earnings, and our views on emerging market equities

We invite you to read more on these topics in our full 4th quarter Investment Landscape report, or by listening to the call playback by accessing the following links: