Vice President, Portfolio Analyst
It’s not the political sideshows that ultimately drive markets, but rather economic and earnings prospects. We see some caution signs on both fronts.3 minute read
We expect lackluster corporate results in the second half of 2019, but believe the market can work through earnings doldrums.4 minute read
The sector is likely to be dogged by political pressures and we don’t think valuations are cheap enough yet for investors to put new money to work.4 minute read
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