Not exact matches
Though all measures of inflation were coming down as summer turned
to fall and the economy clearly was slowing following a July brush with $ 4 - a-gallon gasoline, the FOMC decided
to hold the fed funds rate at 2 %, concluding that «the downside
risks to growth and the
upside risks to inflation are both of significant concern
to the committee.»
We prefer
to take
risk in equities and see
upside for European stocks on stronger economic
growth.
«This could mean that
growth is back on the agenda for QBE, perhaps suggesting some
upside risk to our topline forecasts,» he said.
The downside
risks to growth and the
upside risks to inflation are both of significant concern
to the Committee.
Yet, at a macro level, our economists view this as a medium - term positive, with 0.2 - 0.3 percentage point of
upside risk to their 2018 GDP forecast of 1.1 %
growth.
With the global uncertainties in economic
growth, inflation and monetary policy remain; portfolio diversification seems
to be the key in 2015, which allows
upside participation while minimizes the downside
risk of over-concentration.
The downside
risks to growth and the
upside risks to inflation are both of significant concern
to the Committee.
Although downside
risks to growth remain, the y appear
to have diminished somewhat, and the
upside risks to inflation are also of significant concern
to the Committee.
And looking at the elevated valuations of (far less compelling) income & defensive stocks today, it's not difficult
to argue companies who offer genuine long term secular
growth (regardless of the economic environment), may actually deliver far superior
risk / reward &
upside potential from current levels.
While many
growth funds focus exclusively on
upside potential, the Fund's unique valuation discipline also factors in loss potential
to help manage
risk.
We believe this strategy has positioned the
Growth eREIT ™
to earn an attractive
risk - adjusted base return with the potential for a significant
upside return depending on future events.