5 Investor Tips for 2014
While the winding down of QE signals better times ahead, investors need to be selective and focused in taking smart risks, says US Investment Strategist Kristina Hooper.
US Fixed Income
Optimism for Risk Assets, Caution on Duration
CIO Fixed Income US Doug Forsyth says Fed tapering is one of several positive signals for the economy that should give companies confidence. Investors should be optimistic about risk assets in 2014 but cautious about longer-duration bonds.
The Haves and the Have Nots
CIO Equity US Scott Migliori’s 2014 outlook calls for moderate growth, an accommodative Fed and a stock-picker’s market, favoring areas of the economy that are insensitive to growth.
A Flight to Quality
CIO NFJ Ben Fischer delivers his 2014 outlook, focusing on the Fed’s tapering of its bond-buying program and how high-quality, dividend-paying stocks should respond.
The Fellowship of Central Bankers
CIO Multi Asset US Steve Sexauer’s 2014 outlook explores the shared economic philosophies underlying central-bank policies, which are driving markets globally. Expect more growth, more balance-sheet repair and more financial repression.