Posts you may be interested in
The U.S. is officially in its longest expansion on record, breaking the previous record of 120 months that ended in March 2001. While it is the longest, it is also one of the weakest.
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2019 has given (almost) all investors a reason to smile – but can it continue?
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Solid US economic data and recent positive China Purchasing Managers Index keep us optimistic US Equities will trend higher, albeit at lower annualized returns than the past decade. Within equity sectors, we are most bullish on technology and healthcare. We believe communication services, financials, and REITs are the least attractive sectors.
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The Federal Reserve’s policy intentions sparked a dramatic first quarter rally in risk assets, municipal bonds continued their strong performance, but relative value has diminished versus other fixed income asset classes. We have a modestly positive view for the remainder of 2019, yet it is a good time to reduce risk where appropriate.
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While the effects of a trade war can be hard to predict, business owners managing their cash flow do have options. Working with trusted financial partners while watching what competitors do may provide a path for successfully navigating tariffs.
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As we sit here today, the government shutdown has reached its 32nd day. Prime Minister Theresa May’s plan to negotiate a withdrawal from the European Union was met with memorable defeat. And China’s economy is showing evidence of deceleration against the backdrop of tariffs.
Read PostJoin the Boston Private investment team on Wednesday January 16, 2019 at 3 p.m. ET as they share their insights on the macroeconomic and market outlook.
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Earnings growth slows dramatically, margin pressures build, tighter monetary policy and sector and stock selection will continue to focus on industries and companies that should perform well late in this cycle.
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A review of expectations for global economic growth, policy and market opportunity in 2019.
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While last Monday may have marked the last gasp of 2018, the volatility which dominated the fourth quarter has continued into 2019. Admittedly, investors were likely expecting the equity markets to continue to exhibit sharp movements, especially in response to significant news, but last week brought about a confluence of events which demanded attention.
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