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Asset Allocation Views: Singles and Doubles
By Advisor Perspectives
Wealth Management, Asset Management
With market volatility on the rise, consider a broad set of relative value opportunities across global markets.
Markets entered 2018 with the wind at their back: double-digit equity returns, strong momentum, and expectations that the synchronized global growth and corporate earnings recovery we saw in 2017 should continue into 2018.
However, recent volatility suggests some storm clouds could be gathering. Central banks globally are moving away from emergency levels of easing, and large fiscal stimulus in the U.S. in the late stages of the business cycle could have unintended consequences.
Read more at Advisor Perspectives.