Key points from Bob Doll’s weekly investment summary:
- We believe U.S. economic growth should rebound in the second quarter and corporate earnings will remain solid.
- Investors remain uneasy about global macro conditions, but we believe the backdrop remains supportive for equities.
- We may be seeing a transition in global equity leadership from the United States to Europe and select emerging markets.
Contrast this with Philip Parker’s outlook at Altair Investments.
Read more at: Weekly Investment Commentary from Bob Doll | Nuveen