FUNDAMENTAL: How to Focus on What Really Matters in the Markets



The Power of Policy

The Federal Reserve is expected to slow its pace of interest rate hikes next year, while fiscal policy should remain supportive of economic and profit growth. Uncertainty regarding trade policy remains a risk, although we expect an eventual resolution.

What to Expect When You’re Expecting Volatility

Market volatility will likely persist in 2019, as investors digest the many forces impacting the economy, interest rates, and corporate profits. Focusing on the fundamentals and remembering the importance of diversification will be key to navigating any volatile times.

Good to Good

Despite periodic slowdowns, business spending was solid in 2018 and is expected to remain so in 2019. Business spending remains a key factor supporting economic growth as we look for this cycle to elongate.