2018 Q3 Market Outlook What Market Themes Will Define the Next Quarter? Expert Analysis From Our Experienced Mutual Fund Strategists Every quarter, Adviser Investments provides our clients with an overview of how the market has fared over recent months and what investors can expect in the months ahead. Even as trade-war concerns introduced heightened uncertainty to global stockA financial instrument giving the holder a proportion of the ownership and earnings of a company. markets in the second quarter, fundamentals lead us to believe that the slow pace of economic expansion will continue in the second half of the year. That said, investors should be prepared for greater volatilityA measure of how large the changes in an asset’s price are. The more volatile an asset, the more likely that its price will experience sharp rises and steep drops over time. The more volatile an asset is, the riskier it is to invest in. in the markets in the months ahead. This special report discusses critical subjects for investors like you, and how known and unknown factors at home and abroad may continue to cause turbulence and provide opportunities. Topics include: Factors creating a more challenging emotional environment for investors How tariffs and trade war impact the global economy and stocksA financial instrument giving the holder a proportion of the ownership and earnings of a company. What we can (and can’t) learn from a flattening yieldYield is a measure of the income on an investment in relation to the price. There are several ways to measure yield. The current yield of a security is the income over the past year (either dividends or coupon payments) divided by the current price. curve Why recession fears are premature It’s never too soon to become a more informed investor. Please complete the form to the right to receive this free, no-obligation report today! This material is distributed for informational purposes only. The investment ideas and opinions contained herein should not be viewed as recommendations or personal investment advice or considered an offer to buy or sell specific securities. Data and statistics contained in this report are obtained from what we believe to be reliable sources; however, their accuracy, completeness or reliability cannot be guaranteed. Our statements and opinions are subject to change without notice and should be considered only as part of a diversified portfolio. You may request a free copy of the firm’s Form ADV Part 2, which describes, among other items, risk factors, strategies, affiliations, services offered and fees charged. Companies mentioned herein are not necessarily held in client portfolios and our references to them should not be viewed as a recommendation to buy, sell or hold any of them. Past performance is not an indication of future returns. Tax, legal and insurance information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice, or as advice on whether to buy or surrender any insurance products. Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with Adviser Investments Tax Solutions. We do not provide legal advice, nor sell insurance products. Always consult a licensed attorney, tax professional or licensed insurance professional regarding your specific legal or tax situation, or insurance needs. © 2024 Adviser Investments, LLC. All Rights Reserved.