Chief Strategist Insights

KKR: Glass Half Full - Outlook for 2024

"We think earnings for the cycle already bottomed in 2Q23"

Dec 24, 2023

Morgan Stanley Top 10 Surprises for 2024

Plus calendar year returns and forward expectations

Dec 16, 2023

BNP Paribas: 9 AI Developments in 2024

Plus macro view for the year

Dec 13, 2023

4 Key Quotes: Wellington Altus 2024 Forecast

The U.S.’s Tech-Driven Reinvention

Dec 7, 2023

Lazard: Global Outlook 2024

Summary of key takeaways

Dec 3, 2023

Wells Fargo Economics on Return to Office

Office vacancies remain high

Nov 23, 2023

Morgan Stanley 2024 Global Strategy Outlook

Key asset class takeaways

Nov 22, 2023

Goldman Sachs 2024 US Equity Outlook

9 key takeaways

Nov 20, 2023

“It’s a Really Good Time to Have a Diversified Portfolio”

Soft landing chorus growing louder + a resurgence of Cdn DB plans?

Nov 7, 2023

Rice Price at 15-Year High

Strategist: “3900 Year-End Target for the S&P”

Oct 31, 2023

HY and Intermediate Treasuries Are Attractive

Also: China cracking down and Godfathers of AI warn of grave danger

Oct 26, 2023

Jeff Gundlach's Presentation at Jim Grant's Fall Conference

Plus what we're hearing from investment strategists around the world

Oct 20, 2023

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