• The Most Important Investment Themes Of Mid-Year

    2 monthes ago - By ETF Daily News

    From BlackRock : Richard Turnill explains the three updated investment themes we see shaping the second half, given the uneasy equilibrium between rising macro uncertainty and strong earnings.
    Financial markets are caught in an uneasy equilibrium as the second half of 2018 gets underway. The U.S. is leading the global expansion and powering corporate earnings, but the macro outlook is becoming more uncertain in the face of trade disputes and rising rates.
    Market sentiment has shifted markedly since last year as a result. 2017 was a year of upside growth surprises and muted inflation-and...
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