Conclusions for 2019
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For Business Executives |
For Investors |
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Plan for volatile input costs
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Economy should grow but start to cool
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Recession risk rising
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Infrastructure spending likely from Washington |
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Energy costs remain in check |
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Tariffs will take a toll on profits |
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Steady consumer spending despite high debt |
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Weakening housing market, associated industries impacted |
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Stocks |
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Major headwinds lead to higher volatility
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Shift from growth to value |
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Maintain exposure to large cap stocks |
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Favor more defensive sectors in economic late fall |
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Avoid most expensive and tech mania stocks |
Bonds |
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Inflation not a major concern |
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Bonds should recover from a tough 2018 |
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Corporate/High Yield bonds historically expensive |
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Longer term high quality bonds offer opportunities when economy slows |
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Disclosure
This information is of a general nature and does not constitute financial advice. It does not take into account your individual financial situation, objectives or needs, and should not be relied upon as a substitute for financial or other professional advice to assess, among other things, whether any such information is appropriate for you and/or applicable to your particular circumstances. In addition, this does not constitute an offer to sell, or the solicitation of an offer to buy, any financial product, service or program. The information contained herein is based on public information we believe to be reliable, but its accuracy is not guaranteed.
Investing involves risks, including loss of principal.
Past performance is no guarantee of future results.
ALPS Distributors, Inc. 1290 Broadway, Ste. 1100, Denver, CO 80203 (Member FINRA). ALPS is not affiliated with James Investment Research, Inc.
*Quantitative Easing is a course of action undertaken by the Federal Reserve to increase the money supply by flooding financial institutions with capital in an effort to promote increased lending and liquidity. **Yield Curve is a line that plots interest rates, at a set point in time, of bonds having equal credit quality but differing maturity dates. ***Shiller Price/Earnings is a valuation measure applied to the U.S. S&P 500 equity market. *G4 nations comprise of Brazil, Germany, Indian and Japan. ****Quantitative Tightening is a contractionary monetary policy applied by a central bank to decrease amount of liquidity within the economy.
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