The U.S. Federal Reserve faces reality and decides to pause on raising interest rates.
Investors who reacted quickly to late 2018 volatility may be regretting their hastiness.
Slower U.S. economic growth and sound policy could help extend this already prolonged cycle.
Investors should focus on U.S. Federal Reserve policy, not quantitative tightening.
We expect 2019 to be a year of Chinese and emerging market equity leadership.
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Hopes that rate and trade policy issues have been resolved may be premature.
The market environment may seem similar, but today’s conditions are much more favorable.
We think the market may have appropriately responded to excessive expectations for U.S. growth.