What can you do to avoid the top 5 global risks for investors? Jeffrey Kleintop of Schwab reviews the risks to the current markets and advises investors how to safeguard their portfolios. The markets have been unusually active this summer, keeping investors more vigilant than they’re used to being during the “summer doldrums”. Liz Ann Sonders and her team at Schwab explain why no one should take a vacation from their portfolio right now. Business leaders in the US are concerned that President Trump’s trade war may have long lasting or permanent consequences. Many of the world’s leading economists and market analysts comment on the future of international trade for Bloomberg Businessweek.
Top Five Global Risks For Investors In 2018: Mid-Year Update– Many of Charles Schwab & Company’s top risks for 2018 have come to pass. The firm has now updated top five global risks for investors in 2018 which are: geopolitics, chasing returns, return of inflation, dollar strength, and fading momentum. Jeffrey Kleintop explains in this article. Read more…
What Happened To The Summer Doldrums?– The traditional “quiet” summer period has been absent as the trade skirmish, tighter monetary policy, and political wrangling persist. Markets continue to shrug off the concerns, with volatility in stocks, bonds and currencies all among the lowest in 25 years; but some caution is warranted. Actual earnings results may be taking a back seat to forward-looking commentary surrounding capital spending, and the possible hit from rising trade tensions. Central banks remain in focus globally, with yield curves being closely watched. The Fed has expressed little concern but financial conditions are tightening, which has implications for markets. Read more…
Damage To International Trade Will Take Years To Repair– America’s allies no longer trust Washington and are making free-trade deals that leave the U.S. out. Peter Coy explains in this article. Read more…
John R. Day, Bill Ennis, Stephanie Hall and Matt Heller