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5 Key Investment Themes for the Remainder of 2019
By Advisor Perspectives
Rick Rieder and Russ Brownback highlight the investment themes that they think will drive markets and dominate debate within the investment community over the next several months and beyond.
Over recent weeks, we have been vocal about five “big themes” for markets that will likely dominate the second half of 2019. These themes take stock of a collection of secular and cyclical factors that have combined to create an unprecedented macro backdrop. Specifically, over recent quarters excessively tight global monetary policy and contracting global liquidity have conspired with ongoing secular disinflationary forces and velocity-dampening trade friction such that while global real economy performance has been okay this year, it is far from optimal. Still, we think the market influence of these encumbrances is poised to abate over coming weeks and we are adjusting positioning accordingly.
Read more at Advisor Perspectives.
Photo: Allan Ajifo