All viewpoints
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Brexit could be a game changer for the United Kingdom and Europe
The consequences of the U.K.’s Brexit vote to leave the European Union are likely to be far reaching, from a flight to quality in financial markets to the heightened risk of a U.K. recession.
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Brexit's immediate implications foreshadow longer-term consequences
Brexit won’t be an unmitigated disaster for the United Kingdom, but it will certainly be negative. The impact on the rest of the EU, and therefore the global economy, may well be even bigger.
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Brexit: if you're not at the table, you're on the menu
The EU is by no means perfect. While membership poses some significant challenges for the United Kingdom, its best and most likely bet is to try to reform from within.
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ESG investing: from niche player to mainstream approach
From its humble beginnings some 40 years ago, environmental, social, and governance (ESG) investing has come into the mainstream among the investing public as well as the financial industry.
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The worst may be behind for emerging-market equities
While it might be too soon to declare that a long-awaited recovery in emerging-market equities is at hand, positive signs suggest that a turning point could be near.
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Weak jobs data could keep the Fed on hold until December
The surprising weakness in May's jobs report combined with the political uncertainty of the presidential election is likely to keep interest rates on hold until December.
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The case in favor of trade remains overwhelming
The antitrade sentiment that has come to dominate U.S. presidential campaign rhetoric is troubling for the global economy and for financial markets, whether or not a trade war breaks out.
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A marathon, not a sprint: assessing the opportunity in enduring assets
Utilities and other enduring assets may lack flash, but an array of resilient characteristics make them worthy of consideration as a complement to other investments in a diversified portfolio.
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There will be no easy answers for the Fed at its June meeting
Weak GDP in the United States and global concerns should keep the Fed on hold at its next meeting. But don’t underestimate central bankers’ desire to normalize monetary policy.
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Investing in gold: precious portfolio diversifier or just dead weight?
Investing in gold generates no yield and lays no claim on corporate profits; however, a little gold may go a long way toward improving portfolio diversification.
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