Various Federal Reserve (Fed) policymakers expect US inflation to accelerate in 2018, and financial market analysts generally agree with them. Of course, these same folks predicted rising inflation in previous years as well. It didn't happen then, and we think it is unlikely to happen in 2018.
We believe economic expansion should continue into 2018. But what two known "unknowns" could complicate the outlook?
China has been grabbing headlines due to the recent elimination of fixed terms for the President and Vice President, as well as the government's intervention in a number of large-scale local businesses.
With the first Fed rate hike of 2018 likely to occur later this month, we're going to start hearing a lot more about debt.
No one person is capable of knowing the best selection of emerging market stocks. A team of sector specialists with equal voices could be a better solution.
Royce co-CIO Francis Gannon explains why he thinks select small-cap cyclicals look well positioned to lead in the months ahead.
Rising rates and bond losses may have been a given in the old days. Now an unconstrained investment approach can help investors lock in profits in both up and down markets. Read how it works.
Emerging Markets have overtaken developed markets in world output and their share is only forecast to increase. Read here about the potential opportunities investors may find in them and how an unconstrained approach may help.
The current sell-off is overdone, notes Investment Strategist Jeff Schulze: inflation fears have been heightened by investor complacency, and the market can handle higher rates if the rise is not too rapid.
The transition from Janet Yellen to Jerome Powell as chair of the Federal Reserve (Fed) is happening at an interesting moment for financial markets and the US economy.