Simon Hamilton, Managing Director and Portfolio Manager, discusses how the market's attention could shift from constant Fed watching to economic and company-specific fundamentals. The resilience of profit margin strength will be a key focus as the overall economy continues to slow. He mentions the market's historically narrow breadth that is obscuring overall market weakness and what it means for investors. He also suggests that investors should increase duration in their fixed-income portfolios with a Fed pause at hand. He references the latest earnings reports from AAPL, AMZN and BRK.B.
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