Two developments support the outlook for risk taking: Investor gloominess in late 2018 shifted market expectations for 2019 too far and indications that the U.S. Federal Reserve will pause rate hikes for the first half of 2019. Fourth quarter sell-off in financial markets alongside the Fed’s more dovish commentary has moved us off our neutral risk stance. Find out where we recommend increases in this month’s Viewpoints. Read Viewpoints
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