• Lower oil prices provides tailwind and extends the current, elongated economic cycle
  • Buy competitiveness
  • Watch how China is managing their slowdown (money supply contraction and currency devaluation)
  • Foreign equities outperform during rate hike cycles
  • Bonds are vulnerable

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For information on Alhambra Investment Partners’ money management services and global portfolio approach, Douglas R. Terry, CFA is reachable at: dterry@alhambrapartners.com

This material has been distributed for informational purposes only. It is the opinion of the author and should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. Investments involve risk and you can lose money. Past investing and economic performance is not indicative of future performance. Alhambra Investment Partners, LLC expressly disclaims all liability in respect to actions taken based on all of the information in this writing. If an investor does not understand the risks associated with certain securities, he/she should seek the advice of an independent adviser.