Recent weakness in global equity markets reflects the increasing risk of recession and growing realization that central banks’ ability to promote sustainable economic expansion through monetary policy has waned. Estimates from Wall Street’s hive mind have yet to reflect these realities.
The S&P 500’s flat performance this year belies a number of major market and economic trends that investors can ride to profits. These key themes will inform our investment strategy as we continue to assemble our shopping list for a potential pullback in the stock market.
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