Q4 2018 Economic Outlook: Fundamentally Sound, Inextricably Noisy

Market volatility is back in a big way. But that does not necessarily mean a bear market is in the offing. Stocks are facing stronger headwinds from further increases in US interest rates, trade tariffs and a stronger dollar, yet valuations are generally reasonable and earnings still growing nicely. Find out how we’ve positioned portfolios in light of higher risks.