Investment Strategy: Still positive, but alert

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While there have been a series of dramatic headlines over the past month, regarding trade war fears, US political scandals, declines in tech stocks and heightened tensions in Syria, actual economic and company fundamentals remain solid.

With the increase in market ‘noise,’ however, it is more important than ever to separate headlines from real risks. In financial markets, uncertainty has clearly increased. The Vix Index, which measures market volatility, has moved closer to historical levels, after being abnormally low in 2017.
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