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3 investment themes to focus on now
Financial markets are caught in an uneasy equilibrium as the second half of 2018 gets underway. The U.S. is leading the global expansion and powering corporate earnings, but the macro outlook is becoming more uncertain in the face of trade disputes and rising rates. Market sentiment has shifted markedly since last year as a result. 2017 was a year of upside growth surprises and muted inflation—and unusually low volatility. That set the stage for out sized risk-adjusted returns across markets. Fast forward to 2018: Sentiment on many of these key market drivers has shifted. The Market moods graphic below tells the ... (full story)