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What to Expect in the Second Half 

 

CIO Mid-Year Outlooks and Investment Implications 

7/31/2014 

Will the end of QE and uncertainty around Fed policy test our bullishness in the second half of 2014? Our experts discuss the challenges and opportunities for investors. Plus, Kristina Hooper provides five helpful tips on asset allocation.
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.


The material contains the current opinions of the author, which are subject to change without notice. Statements concerning financial market trends are based on current market conditions, which will fluctuate. References to specific securities and issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities. Forecasts and estimates have certain inherent limitations, and are not intended to be relied upon as advice or interpreted as a recommendation.

 


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Central Bank Policy Divide to Widen
2014 Mid-Year Global Outlook


Economies worldwide are faced with different pressures and paces of recovery, which will give rise to diverging monetary policies, writes Global CIO Andreas Utermann in his outlook for the second half of 2014.

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Market Insights 
AGI-2014-07-31-10290 

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