“Industry Perspectives” 3Q 2018

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Download our latest "Industry Perspectives"

 

Read our view on the economy and key drivers of change in the global equity markets.

Date Published:
October 2018

Pages:
3

OVERVIEW:
With the holiday season quickly approaching, this is a positive indicator for consumer spending and could help the markets finish the year strong. However, the disparity between growth stocks and value stocks is perhaps the most glaring factor that could impact investors’ portfolio performance over the next 18 months.

In this latest Industry Perspectives, we discuss:

  • The Federal Reserve is continuing to raise interest rates and reduce its balance sheet in order to “normalize” the markets.
  • Europe’s uncertainty heading into 2019 and the ongoing volley of tariffs and trade disputes could impact the Fed’s estimated trajectory of the U.S. economy.
  • The disparity between growth stocks and value stocks is perhaps the most glaring factor that could impact investors’ portfolio performance over the next 18 months.

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