I hope this message finds you and those close to you in good health as we all navigate the fallout that happens when a health crisis spills over and triggers an economic crisis.

In Part 2, Global Chief Investment Officer Pete Gunning drills further into the details behind our overlays, and the value we see in harnessing investment insights from our managers.

Global growth is slowing. Corporate profits are shrinking. Business investment is waning. And the seemingly-perpetual bull market, buoyed by the longest U.S. expansion on record as evidenced by the S&P 500, may be entering its final stages.

Our annual summer reading list, with a twist: Our top 3 books on counterintuitive thinking.