• Expect the Bull Market to Resume: Late 2018 selling pressure likely continues to abate throughout 2019 leading to strong equity returns globally.
• Strong Economic Drivers: In both developed and emerging markets, economic drivers remain strong. We believe these fundamentals will come to the forefront as sentiment improves.
• Global Political Gridlock: In much of the developed world political gridlock persists decreasing the likelihood that sweeping legislation, potentially hurting equities, passes. This gridlock tempers current political volatility.