“Industry Perspectives” 1Q 2019
Equity markets produced a significant reversal in the 1st quarter of 2019 following one of the worst periods of performance to close out 2018. Much of the reversal in market sentiment was a result of the change in the Federal Reserve’s (the Fed) policies, providing a more growth-friendly backdrop, combined with the anticipation that a U.S. – China trade deal is imminent.
In this latest Industry Perspectives, we discuss:
- The current inverted yield curve is a signal that a recession may be near, but is certainly not guaranteed to occur.
- There is continued potential for stocks to add to their now decade-long bull market run.
- Modest growth in the U.S. has appeared to be robust only when compared to the global economy.
Also, we have included a special update on Britain’s exit from the European Union.
We get to know the companies we invest in and learn how they run their business.
Top-Down & Bottom-Up
We identify Top-Down broad, secular growth trends and search for companies from the Bottom-Up.
We construct our portfolios based on our own proprietary investment strategy.
Sticking to our disciplined investment strategy ensures we maintain a consistent, balanced approach.
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