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Article summery: suggested investments, Emerging Markets on the equity side and corporate and mortgage backed securities for fixed income.
Trends for investors in the second half of the year:
Fed policy will be dovish. GDP growth is slowing. The S&P 500 is hitting all-time highs. Value stocks may outperform. Emerging markets will make a comeback. The deficit will rise. U.S. Treasurys will lag.
Comments
One prediction/trend that's guaranteed to be 100% accurate & actionable: "Markets will fluctuate."
Article summery:
suggested investments, Emerging Markets on the equity side and corporate and mortgage backed securities for fixed income.
Trends for investors in the second half of the year:
Fed policy will be dovish.
GDP growth is slowing.
The S&P 500 is hitting all-time highs.
Value stocks may outperform.
Emerging markets will make a comeback.
The deficit will rise.
U.S. Treasurys will lag.