isn't telling investors to get out of the market. It says there are still opportunities available for those who know where to look.
Strategist Ben Snider examined three of the themes that traders and experts have focused on this year: US economic growth, where he expects improvement; interest rates, which might not fall as much as investors hope; and US government policy, which remains a risk for health care and China-connected companies.
With those in mind, Snider compiled three distinct strategies he expects to thrive, each of which is pegged to a specific macro theme. Snider's tips comes amid a forecast shift from David Kostin, Goldman's chief US equity strategist. He just raised his year-endTo contrast, Kostin lowered his corporate earnings forecast for 2019, as have many other experts. This divergence reinforces how important it is for investors to pick the types of companies that will be able to withstand profit pressures and continue to grow share prices.
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