Third Quarter 2017 Investment Outlook

Spotting Long-Term Trends

Key Takeaways:

  • Two recognized catalysts of fundamental market shifts—climate change and the internet—again made headlines in the second quarter and are shaping winners and losers in the current market and beyond.
  • The private sector, not Washington, is increasingly the force that drives action to mitigate climate change, to adapt to changes that are unavoidable, and to capitalize on opportunities created by the transition to a lower-carbon economy.
  • Investment results are affected not only by owning the companies best positioned to benefit from fundamental shifts, but also by avoiding companies that are struggling to adapt.

Learn more in our Investment Outlook.

Market Commentary Archive

View recent quarterly market insights.