In the June 2017 issue of our monthly flagship publication, we feature:

  • On the Record by Chief Investment Officer Tony Roth, Halftime analysis: Our 2017 Capital Markets Forecast revisited.
  • In Focus discusses our predicted 2017 trend for opportunities in emerging markets and what is powering the largest contributors to its index.
  • Investment positioning, major themes, and asset class positioning updates.

Now in the sixth month of 2017, it seems a good time to review the developments in the economy and financial markets through the lens of our Capital Markets Forecast, where we detailed our 2017 investment expectations. In some areas, we are very encouraged by developments that further embolden our initial views, whereas we have been surprised in other areas and have adjusted portfolios accordingly.

Please see important disclosures at the end of the article. 

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