We expect better performance from global equities, rising bond yields, and increased global economic growth, with a likely stock upgrade to overweight and bond downgrade to underweight. Watch for rising oil prices, outperforming credit, steepening yield curves, emerging market outperformance, U.S. dollar weakness and gold strength. But our expectations are measured, including concerns about valuations and the unknowable impact of the trade war and other geopolitical influences.
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