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4 Factors Driving the Market

Morningstar's Bob Johnson sees these trends as being responsible for the shift in asset class performance so far this year.

Jeremy Glaser: For Morningstar, I'm Jeremy Glaser. We've seen a shift in asset class performance so far in 2017 from the end of 2016. I'm here with Bob Johnson, our director of economic analysis, to look at what he thinks of the four factors that are driving these shifts.

Bob, thanks for joining me.