Investors should focus on U.S. Federal Reserve policy, not quantitative tightening.
U.S. growth diverged from the world in 2018. In 2019, it will likely converge.
Negative years are rare but there’s little to suggest larger problems loom.
We expect 2019 to be a year of Chinese and emerging market equity leadership.
Welcome to Megatrends, a show that explores the investment opportunities beyond our borders.
Hopes that rate and trade policy issues have been resolved may be premature.
The death cross may be a confirming buy signal for FANG stocks.
The market environment may seem similar, but today’s conditions are much more favorable.
Changes in Washington have not historically impacted long-term performance.