2019 Outlook, 2018 Takeaways & Market Review

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2019 Outlook, 2018 Takeaways & Market Review
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2019 Outlook, 2018 Takeaways & Market Review

 

 

1.   We find little evidence of excess in the economy that usually results in a recession, and this gives us reason to think the next recession is still some time away.

 

2.   The investment markets are re-pricing for a slowdown in economic growth, but absent a recession, the bull market is likely to resume.

 

3.   Non-U.S. stocks and value stocks offer some attractive opportunities given their respective cycles.


 

 

 

 

 

 

James Callahan, CFA

James Callahan, CFA is Managing Partner at Janiczek® Wealth Management.

Jim brings 20 years investment experience to Janiczek®’s disciplined Evidence Based Investing (EBI) and Strength Based Wealth Management™ (SBWM) platform. He has a Bachelor’s degree in Economics from Santa Clara University, an MBA from the University of Michigan, and is a CFA charterholder.

jcallahan@janiczek.com
(303) 339-4483

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