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Portfolio Compass | August 17, 2016
COMPASS CHANGES Upgraded technology to positive from neutral/positive. Downgraded utilities to negative from negative/neutral. Click here to download a PDF of this report. INVESTMENT TAKEAWAYS We continue to expect mid-single-digit stock market gains in 2016, consistent with mid-to-late cycle performance and driven by a second half earnings rebound.* Technology, which remains a favorite sector, has…
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Portfolio Compass | August 17, 2016
Upgraded technology to positive from neutral/positive.
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Portfolio Compass | July 20, 2016
We continue to expect mid-single-digit stock market gains in 2016, consistent with mid-to-late cycle performance and driven by a second half earnings rebound.*
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Portfolio Compass | June 15, 2016
We continue to expect modest stock market gains in 2016 but with higher volatility;* favor U.S. large caps and growth equities.
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Portfolio Compass | May 18, 2016
Upgraded bonds to neutral from negative/neutral; downgraded alternatives to neutral from neutral/positive.
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Portfolio Compass | April 20, 2016
Upgraded emerging markets to neutral from negative/neutral. We continue to expect modest stock market gains in 2016,* led by U.S. large caps.