We think the risk/reward tradeoff for stocks is neutral in the near term and will eventually become more negative.
We think the current environment will remain one in which selectivity and flexibility are critical—across all asset classes.
Stocks may be fully valued, but opportunities remain.
Stock prices still have room to rise, but it pays to be tactical in this market.
Markets may be due for a pullback.
Economic growth is likely to slow in 2019, but risks of a recession appear quite low.
We see upside price potential for stocks in 2019.
Over the next year, we expect a modest cooling in economic growth.
We see no sign of the monetary or economic conditions necessary to end the current cyclical expansion.
A focus on cyclicals and emerging markets may offer better risk-return potential.
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