Two-prong approach with growth focus needed to tackle economy

In the current US market, a two-prong approach with a focus on growth could have increasing merit. G...

In the current US market, a two-prong approach with a focus on growth could have increasing merit. Given the prevailing view that the US economy will slow in the next 12-18 months, investing in stocks attuned to global growth can constitute one prong. The other can be to look for companies with special growth stories. Much has been written about a possible 'decoupling' from the US, and global growth is expected to remain above-trend even if it slows. In such circumstances, there is a case for looking for stocks uniquely placed to take advantage of that growth, while being domiciled in the...