Strategy Report: What Could Go Right?

Overview

The year 2018 ended on a far different note than it started, with the economy stronger and markets weaker than most had projected at the outset. More perplexingly, underlying economic fundamentals remain quite strong with declining gas prices and interests, and steady jobs and wage growth. In keeping the focus much more “in the sunlight” as founding father Benjamin Franklin admonished long ago, we outline the things—including institutional-quality tools, market performance, key market events—that can go right and positively influence psyches, if not markets in 2019.

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