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Globally we continue to see a supportive backdrop for equities, which we still prefer relative to bonds. US stocks lagged in early 2015, but cuts to earnings expectations leave a low hurdle for positive surprise. Meanwhile, higher beta markets—Europe and Japan—continue to deliver on earnings as currency weakness boosts output. Central bank stimulus is likely […]
Robert Lee, partner & director at Lord Abbett, will be joining the upcoming Pan-European Fund Selector Summit in Lausanne, taking place at the Beau-Rivage Palace 28-30 April. He will be discussing investment opportunities at a time of increasing divergence in policy – at a time when after six years the US Federal Reserve is finally […]
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