Monday, July 15, 2019

3 investing ideas for the second half

One change to our 2019 investment outlook as the second half of the year kicks off: We now see trade disputes and broader geopolitical frictions as the key drivers of the global economy and markets, rather than late-cycle recession risks. In light of this view, we have downgraded our expectations for global growth and updated the three themes we see shaping investing, as we discuss …

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source https://thebtrader.com/2019/07/15/3-investing-ideas-for-the-second-half/?utm_source=rss&utm_medium=rss&utm_campaign=3-investing-ideas-for-the-second-half

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