For the last year, the two headed monster of Fed policy and Chinese trade tensions have captivated the markets. As we look ahead to the remainder of the year, where's the opportunity?

Here's our quick perspective now that the Fed cut rates by a quarter point.

2019 has given (almost) all investors a reason to smile – but can it continue?

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.

With the failure of Congressional Republicans to repeal and replace the Affordable Care Act, tax reform is now thrust to the front of the line as the White House and Congressional Republicans look for their first major legislative policy win.

Many U.S. based investors largely invest in domestic companies and institutions, whether through equity investments in U.S. companies, the purchase of debt issued by those same companies, or debt issued by state and federal governments. However, ignoring the myriad opportunities available outside the United States can potentially hinder performance in the long term.