Economic and market updates

Equity Outlook: Key takeaways

  • The U.S. equity market's 2013 advance was top quartile by historical measures; our outlook is more tempered heading into 2014.
  • Rarely do we see equities with more homogeneous valuations than they have today.
  • Recovery, restructuring, and emerging-market rebound potential support the outlook for international stocks.
  • A continuing U.S. recovery would provide a helpful external boost to non-U.S. stock markets

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Equity Outlook