A Fed-Fueled Market, for Better or Worse
CIO NFJ Ben Fischer delivers his 2014 mid-year outlook, focusing on the end of the Fed’s bond-buying program and how high-quality, dividend-paying stocks should respond when QE is eliminated.
Sticking With Stocks Amid a Mixed-Bag Recovery
CIO Equity US Scott Migliori sees higher volatility and potentially a pullback before the end of the year, particularly as the Fed’s interest-rate decision comes into focus. But stocks remain the most attractive option for investors amid conflicting data.
Credit Statistics Continue to Support High Yield
CIO Fixed Income US Doug Forsyth says limited expected market volatility, low interest rates and modest economic growth are three key drivers of a positive long-term outlook for the high-yield bond market.
The Sum of Patience and Prudent Diversification
CIO Multi Asset US Steve Sexauer’s mid-year outlook highlights a continuation of financial repression, rising valuations and three possible paths for the economy. Coping with market and policy uncertainty will require both discipline and diversification.
5 Second-Half Tips for Investors
The back half of 2014 has the potential for greater economic growth, but also more downside risks for investors, says US Investment Strategist Kristina Hooper.