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Sentiment-driven rallies can be powerful, but we do not yet see enough supports to sustain recent equity market gains.
When valuations reflect good news, risk is generally skewed to the downside. Investors beware: There is no shortage of good news in today’s market.
Recent events suggest the Fed has satisfied its appetite for delivering market-upsetting news—yet plenty of “hyenas” remain.
Sentiment-driven rallies can be powerful, but we do not yet see enough supports to sustain recent equity market gains.
When valuations reflect good news, risk is generally skewed to the downside. Investors beware: There is no shortage of good news in today’s market.
Recent events suggest the Fed has satisfied its appetite for delivering market-upsetting news—yet plenty of “hyenas” remain.
Before re-entering risk markets, we await signals of adequate return potential from two of three pillars of our investment process.
In this issue, we provide a more granular look at the key macro developments we expect to play out in the first half of the year.
As we move into 2019, we expect economic and earnings growth to slow but not stall. We remain overweight U.S. large cap and emerging market equities, but think growth abroad is more likely to surprise to the upside.