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Portfolio Compass | January 16, 2019

COMPASS CHANGES No changes. INVESTMENT TAKEAWAYS Expectations for solid but slower growth in the U.S. economy and corporate profits support our forecast of 8–10% returns for the S&P 500 Index in 2019*. We maintain our slight preference for value due to attractive...

Portfolio Compass | December 19, 2018

COMPASS CHANGES Downgraded small growth from neutral to negative/neutral. Downgraded small value from neutral/positive to neutral. Upgraded large growth from negative/neutral to neutral. Downgraded hedged foreign bonds from neutral to negative/neutral. INVESTMENT...

Portfolio Compass | October 17, 2018

Compass Changes Downgrading view of small and mid cap growth from neutral/positive to neutral. Our Communication Services view is neutral, compared with prior telecom view of negative/neutral. Upgrading our view of investment-grade corporates from neutral to...

Portfolio Compass | September 19, 2018

COMPASS CHANGES No changes. INVESTMENT TAKEAWAYS We expect double-digit S&P 500 returns in 2018 (including dividends), driven by earnings growth potentially in the mid-to-high teens in 2018 thanks to a combination of steady economic growth, better corporate...

Portfolio Compass | August 15, 2018

COMPASS CHANGES No changes. INVESTMENT TAKEAWAYS We expect double-digit S&P 500 returns in 2018 (including dividends), driven by earnings growth potentially in the mid-to-high teens in 2018 thanks to a combination of steady economic growth, better corporate...

Portfolio Compass | July 19, 2018

COMPASS CHANGES Downgraded large/small foreign equities to negative/neutral from neutral. Downgraded industrial metals to neutral from neutral/positive. Downgraded agriculture to negative/neutral from neutral. INVESTMENT TAKEAWAYS We expect double-digit S&P 500...