US GDP Rebounds 3.2% in Q1 2019
The US economy grew at a faster pace than expected in Q1 2019 and posted its best start to the year in four years. Dow components Exxon Mobil and Intel posted quarterly reports that disappointed to the downside.
MASTERCLASS: 2019 Outlook
2018 started out just great for companies and the investors that put money into them with the U.S. Corporate Tax Rate slashed to twenty percent. But these last few months of 2018 have been bogged down by worries on trade, rates, the economy that's led to anemic returns. Three experts in bonds, stocks and economics join together to discuss what’s in store for next year, what should they expect, and where should they be putting their money for 2019. Owen Fitzpatrick - Managing Director, Lead Portfolio Manager of Aristotle Atlantic Partners Jacob Weinstein, CFA - Research Analyst, Asset Allocation Research of Fidelity Investments Megan E. Greene - Global Chief Economist at Manulife Asset Management Francis Gannon - Co-Chief Investment Officer, Managing Director of The Royce Funds
Small Cap Value in a Rising Rate Environment
Small cap value is lagging, and it’s generally been scarce since the great financial crisis—but opportunities still exist. Small Cap Value VP & Sr. Portfolio Manager Jeff John shares two that pique his team’s interest going into Q4 2018: Ares Management and Camping World.
The Fed's Best-Laid Plans: On Track for Now
As the Fed continues its gradual trajectory of rate hikes, investors should look for ways to capitalize on new opportunities while remaining defensive.
Hazards of the Next Two Years, Part 4: The Pig in the Python
Expect lower term premiums and a flat yield curve going forward, and the transitory effect of fiscal stimulus.
A Rosy Global Economic Outlook for 2018
A synchronized global recovery? Yes, says economist Darrell Spence, who details the international markets that have continued to follow the U.S.’s lead.