What’s Ahead in 2014 

 

Outlooks and Investment Implications from Our Experts  

1/6/2014 

Where do professional money managers see the biggest risks and opportunities in 2014? Our US chief investment officers offer their unique insights into economies and asset classes. Plus, Kristina Hooper provides six helpful tips for taking smart risks.

Investment Strategies

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.

US Equity

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.

NFJ

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.

Multi Asset

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.


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 Banks to Stay Looser for Longer
2014 Global Market Outlook


Global CIO Andreas Utermann discusses his economic outlook for 2014, including the role of central banks in shaping capital markets, the effects of a prolonged period of financial repression and the risks and opportunities for investors.
Market Insights 
AGI-2014-01-06-8646 

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