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Global Positioning Systems: Recalculating …

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Our 2018 forecast for markets, economies, and portfolios.

  • The U.S. economy — late-cycle emergence
  • Inflation and growth — global-U.S. divergence
  • Valuations, yields, and volatility — alternative resurgence

Signs points to the U.S. economy being near or in a late (or pre-recession) stage, yet stock market valuations are elevated and inflation is inexplicably soft. Our investment team shares its outlook for the U.S. and global economies and—in light of stretched valuations, low bond yields, and expected higher volatility—where qualified investors can look for investment opportunities.

Please see important disclosures at the end of the article. 



Tony Roth

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