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.

As we entered the second half of 2018, markets appeared to be hitting an inflection point. On one hand, economic data remained robust, with the consumer fully engaged, wages growing at a modest pace, industrial production steady, and the corporate tax cut creating the opportunity for meaningful investment.

As the first quarter closed, equity and bond markets were searching for direction following the losses posted in the back half of the quarter after an exemplary January.

As January began, it was clear that 2017 was going to be a tough act to follow for investors. It was a year marked by historically low volatility, essentially unchanged Treasury yields, and a straight up trajectory for equity markets, and as such, it seemed unlikely for this Goldilocks scenario to repeat itself again in 2018.

In uncertain times, purpose is what keeps you anchored but almost paradoxically it’s also what keeps you faster, nimble and agile. What is the formula for success for EY Entrepreneur of the Year® Award winners?

In what seems to typify modern markets, price and yield moves that used to take several months, now happen in a matter of weeks or merely days. The start of 2018 has been characterized by volatility and another leg higher in yields.

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.