What's Behind the Latest Market Recovery?

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By Rich Weiss - April 8, 2019

How 'bout this market?

Six months ago, I called it a "split personality"—and its performance continues to support my theory. After a rough second half of 2018, we've seen a notable turnaround in 2019. How much longer can it last? That's the subject of this quarter's outlook video.

I factored four metrics into my evaluation:

The global macroeconomic landscape

U.S. Growth

The Federal Reserve's decision to pause interest rates

The strength of the U.S. dollar

I've said it before, and I'll say it again: You can't deny the economic cycle. That's why we're positioning our portfolios based on long-term fundamentals.

Transcript

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