by Christopher Shipley, Chief Investment Strategist – North America, Northern Trust
Increasing market expectations for U.S. earnings growth over the next two years have backed large-cap equities. Chief Investment Strategist for North America Chris Shipley examines the assumptions underlying earnings estimates and why the market may be in for disappointment.
Highlights:
- Consumer Spending Likely to Slow
- Higher Rates May Slow Economy for a While
- Underweight Equities Globally
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Christopher Shipley, Chief Investment Strategist – North America, Northern Trust
Chris Shipley is chief investment strategist for North America, responsible for the strategic and tactical asset allocation policy for our institutional and wealth management clients.
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