Rising trade risks are weighing on investor sentiment.
As long as corporate earnings hold up, we anticipate stock prices should be able to climb higher.
We think it makes sense for investors to stick with a pro-growth stance that favors cyclicals over defensives.
We expect stock prices will break new ground, but maybe not for some time.
The macro backdrop looks good for stocks over the long-term, but we expect markets may remain range-bound for some time.
This remains an environment in which investors will need to be tactical and more selective in their portfolios.
Decent economic growth and strong corporate earnings levels bode well for equity markets.
Ten points to consider when discussing market volatility with your clients.
Although volatility has increased, it's encouraging that economic and corporate fundamentals remain sound.
Stock prices suffered their biggest weekly loss in two years.
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