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FEX - Are Markets Heading Toward A Binary Outcome?
First Trust Large Cap Core AlphaDEX Fund
By John Fujiwara
Portfolio Manager John Fujiwara explains how equity and bond views of the U.S. economy are at odds with each other following the Fed's dovish pivot.
Investment management tends to be a field of specialization, with much time spent conducting in-depth research into a particular asset class. Yet, it also can prove advantageous to take a more holistic view of the broader market to glean insight into its future trajectory and that of the economy. When looking at markets through this lens, our concern that we are nearing a tipping point has intensified