Financial markets face a certain amount of uncertainty

Aug 19, 2019 | Brian Moore


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The escalation in trade tensions shattered financial markets’ summer of calm. We suggest investors buckle up and focus on the fundamentals.

Financial markets face a certain amount of uncertainty

As long as a U.S. recession does not appear to be imminent, we believe it is too early to become overtly risk averse, given equity valuations have fallen back to more attractive levels after the correction since the July peak. It is time, however, to be increasingly vigilant.

 

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