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

  • On the Record by Chief Investment Officer Tony Roth, All aboard the global economic growth train.
  • In Focus uses a quiz format for readers to see how much they know about the top 10 tax reform takeaways.
  • Investment positioning, major themes, and asset class positioning updates.

Looking back on 2017, we see a year that was marked by synchronized global economic growth across developed and emerging economies, where global equity markets rewarded the improved outlook (relative to the more tenuous picture of 2016) with double-digit gains. As 2018 gets under way, we are encouraged by recent data indicating a continuation of the global economic growth momentum, which supports our overweight to equities in client portfolios.

Please see important disclosures at the end of the article. 

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