Market Insights

Secular Outlook for Global Growth: 2016–2035

Secular global growth

Global growth should remain positive, but slow, and contribute to lower investment returns.

Markets: EM turnaround

The near-term prospects for emerging markets growth are favorable and that’s good for global stabilization.

Markets: taper tantrums

Why long-term investors may want to consider using a market pullback to rebalance their portfolios.

Emerging markets upturn

The near-term prospects of emerging markets are favorable and that’s good for global stabilization.

Markets and Economy

Five key market themes

Markets continued to grind higher in the dog days of summer, but subtle winds of change could be brewing.

Five scenarios for stocks

After reaching record highs, stocks may grind slowly higher, says Jurrien Timmer, director of global macro.

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Business Cycle Update

August business cycle update

Modest global growth and inflation surprises may dampen Treasury and high-dividend-paying stock rally.

June business cycle update

The stock market and economic outlook may depend on Federal Reserve and central bank decisions across the globe.

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