For global investors, this dynamic region is home to a variety of opportunities.
The US stock bull market seems intact.
I’m staying defensive due to the inevitable rise in interest rates
Market pullbacks are welcome as they clean out the froth.
Consumer spending will also help the economy grow 2.7% this year
Mid-cap valuations are less stretched; earnings are strong
The market in the spring and summer may be bumpy.
A big cash position is an edge in this market.