We encourage long-term investors to consider staying with their long-term investment plans.
Investors have understandably become increasingly concerned amid escalating North Korean threats.
Risks have begun to stack up and the risk-reward trade-off has become a bit less favorable.
“Sell in May and go away” has become cliché, but the data are tough to ignore.
Recent underperformance of these areas likely reflects some loss of confidence in the Trump agenda.
Longer-term technical indicators on equities continue to look very strong.
Valuations are elevated, but there is very little relationship between stock valuations and performance in the short term.
Longer-term technical indicators on equities continue to look very strong.
Our Five Forecasters are collectively sending mostly mid-cycle signals.