China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.
Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.
With the March NCAA® basketball tournaments upon us, take a look at the cost to attend these colleges and universities for the next four years. Do you have the right plan in place to support your students on their postsecondary journey?