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Portfolio Discussions

Use select charts from the Guide to the Markets to engage in portfolio discussions.

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    Guide to the Markets
     
    Guide to the Markets - Monthly Update
     
    "On the Bench Appendix"
     
 
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International opportunities

A global snapshot reveals strengthening growth momentum in many international markets. Yet many U.S. investors may have insufficient exposure to them.

Economic Expansions and Recessions
International markets are still primed for growth
 
  • Economic growth in many emerging markets and developed markets outside the U.S. is projected to accelerate over the coming quarters.
  • While investors have focused on the expansion of the U.S. economy, they would be remiss to ignore similarly growing markets abroad.
 
Discussion Slides
Manufacturing Momentum
Global Equity Markets
Global Fixed Income

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