Good Morning,
Attached is the most recent chart pack put out by SSGA.
Below is a chart that indicates that all countries tracked by the OECD are experiencing economic expansion for the first time since the Financial Crisis.
This economic growth has been a positive catalyst for our globally diversified portfolios as we increased our international equity exposure earlier this year and maintain a position in emerging market equities. Both asset classes have been strong performers YTD, driven by EPS growth more than multiple expansion.