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2014 Outlook: Accelerating economy and normalizing markets  

  • Why the U.S. economy is moving toward a self-sustaining recovery

  • Forecasts for consumer spending, housing, job growth, and impact of Fed tapering

  • Case for U.S. equities continuing to rise moderately and outperform other markets

  • Challenges and selective opportunities in fixed-income and non-U.S. equity markets

Timothy Hopper, Ph. D.
Chief Economist,

  • Managing Director and Chief Economist responsible for the firm's economic views and forecasts

  • Former Chief Economist and Head of Research for TIAA-CREF's Global Natural Resources and Infrastructure investment team

  • Former Chief Economist, Chemical Market Associates, Inc., a leading chemical consulting firm

  • Former Senior Economist, Federal Reserve Bank of Dallas, specializing in energy markets, financial institutions, and interest-rate policy research

Daniel Morris, CFA
Global Investment Strategist,

  • Managing Director and Global Investment Strategist

  • Former Global Market Strategist in London for J.P. Morgan Asset Management

  • Former Senior Equity Strategist for Lombard Street Research

  • Former portfolio strategist at Bank of America Securities, and Latin America equity analyst at BT Alex. Brown and Dresdner Kleinwort Benson


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