Gesamtlänge aller Episoden: 7 hours 26 minutes
Investors should temper their expectations for equity returns amid elevated valuations and peak profit margins, but several positive trends could support further market gains.
Investors should temper their expectations for equity returns amid elevated valuations and peak profit margins, but several positive trends could support further market gains.
For the first time since the global financial crisis, the U.S., Europe, and China are on a solid growth path with improving employment trends, but the pace of growth is expected to slow in 2018.
For the first time since the global financial crisis, the U.S., Europe, and China are on a solid growth path with improving employment trends, but the pace of growth is expected to slow in 2018.
Several structural factors for international markets are likely to remain supportive, but these developments are already priced into markets and valuations generally remain above average. Investors should expect more volatility in 2018.
Several structural factors for international markets are likely to remain supportive, but these developments are already priced into markets and valuations generally remain above average. Investors should expect more volatility in 2018.
Technology innovation is driving an accelerated rate of change, and the biggest winners have catapulted to unprecedented value. These trends are likely to continue, providing many attractive opportunities for investors.
Technology innovation is driving an accelerated rate of change, and the biggest winners have catapulted to unprecedented value. These trends are likely to continue, providing many attractive opportunities for investors.
Fixed income strategies were successful in 2017 but fixed income investors should expect a more challenging year in 2018 as interest rates rise and central banks begin withdrawing liquidity.
Fixed income strategies were successful in 2017 but fixed income investors should expect a more challenging year in 2018 as interest rates rise and central banks begin withdrawing liquidity.