Adviser Investments’ Chief Investment Officer Jim Lowell joined Bloomberg Daybreak Asia to discuss politics, trade wars, second-quarter earnings, emerging markets and more. He sees the potential for stock and bond market volatility as we look past earnings to the November midterm elections. The threat of a trade war increases the possibility of Wall Street turbulence. Until then, however, Jim remains cautiously optimistic because of strong economic data, U.S. consumer health and positive earnings results. That said, Jim believes that U.S. stock markets could be nearing a “tipping point” at which higher interest rates and a stronger dollar may begin to impact stock performance.
Daniel Wiener Chairman Jeffrey DeMaso Director of Research Chris Keith Senior Vice President, Fixed Income Elizabeth Kesselman Vice President Jim Lowell Partner, Chief Investment Officer Charles Toole Vice President, Portfolio Manager Elizabeth Laprade Research Analyst July 27, 2018