A delicate balancing act for the U.S. economic recovery


Key Points

  • The pace of U.S. economic growth over the past two years has been slower—but steadier—than previous post-recessionary periods
  • Healthy business investment and an improving labor market are among the positive indicators of economic improvement
  • Looming macroeconomic uncertainties could keep investors cautious and potentially impact the pace of future expansion
  • Expectations for modest earnings growth make thorough research to uncover the most compelling long-term investment opportunities all the more essential

Quarterly Commentary

Q3 2014

Click here to read the Fall 2014 issue of Quarterly Insights which details our recent research into the long-term investment impact of geopolitical conflicts, discusses why interest rates may stay low for longer than many expect, and shows why technology might be making you smarter than you think.