With the current US economic expansion quickly becoming the longest since WWII, many investors are asking for advice on what steps should be taken with their investment portfolios.

We address key factors impacting the economy, monetary policy, and financial markets. This outlook summarizes our viewpoints on these topics and factors to watch as we emerge into 2019.

Long-term is more than six months. We believe the long-term investor is best served by adhering to a disciplined investment process, saving more, working longer and spending less. Read our full perspectives for Q3 of 2018.

In January we published our 2018 Perspectives. Now that we are halfway through the year, we believe an over-arching theme of global economic convergence is continuing to fuel global growth. Below are our reviews and reflections on our earlier viewpoints.