Thanks to strong technicals, the municipal market is having a great year. If the economy and interest rates end the year near today’s levels, we expect the positive trends to continue.
Advisors’ ability to help their clients build wealth depends in part on understanding the economic landscape and the structural forces affecting it. In today’s low-growth economy, it’s imperative we identify the real factors contributing to anemic growth. Only then can we begin to address the problems at hand.
What if we get a slow-growth, weaker earnings economy in the second half of the year? Or what if it’s higher growth and higher prosperity? Either way, standing still may be the riskiest move.
For investors struggling to find growth opportunities in a low growth world, Colin Moore offers two insights. Don’t write off Brazil, and don’t treat emerging markets as a homogeneous asset class.
While the Bank of England’s new easing program is aggressive, we doubt it will do much to spur economic growth. Given how few attractive options there are for fixed-income investors, we recommend focusing on higher quality cash flows.
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