20 September 2018: Clarity from chaos?
– Well-diversified portfolios should benefit amid good growth, low inflation, and low real interest rates over the medium term.
– The main risks to the positive outlook are higher Fed rates, slower growth in China, ongoing trade tariff negotiations, and rising oil prices.
– Investors can prepare for increased volatility by considering five key questions.
– We are modestly increasing tactical exposure to risky assets.