Equities in 2019

2019 Interest rates and inflation shouldn’t represent a serious roadblock to equities.

Economic and corporate earnings fundamentals have remained relatively positive over the past few months amid increasing volatility; many stocks have entered correction territory. Investor concerns have grown as a number of issues remain unclear; trade talks, oil price declines, strengthening (U.S.) dollar and unresolved monetary policy. The year 2018 is almost in the rear-view mirror, but significant events over the last 12 months will continue to shape economic outcomes.

On the whole, we think the global economy is expanding and reasonably solid, but recent trade conflict presents a significant and serious threat.

Click here to read more.