Midyear Review: What Investors Should Consider in the Second Half

Vaughan Nelson CEO Chris Wallis on the economic cycle, tariffs, dollar liquidity – and the second-half market outlook.

  • Vaughan Nelson believes decreasing valuations could help lead to a rise in volatility on a go-forward basis.
  • While tariffs and the US-China trade war continue to get a lot of press, US dollar valuations in the second -half may prove more influential to risk assets and global growth.
  • Vaughan Nelson believes that the Fed could start cutting interest rates in 2019.