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7 Things to Look For in 2018

Peter Katevatis - Jan 02, 2018
As you look forward to this year there will be multiple themes and situations to keep an eye on.  At Katevatis Wealth Management we have identified these 7 items which are worth watching for 2018: Internet of Things – with the low cost of sensors

As you look forward to this year there will be multiple themes and situations to keep an eye on.  At Katevatis Wealth Management we have identified these 7 items which are worth watching for 2018:

 

  1. Internet of Things – with the low cost of sensors you will continue to see everything from lightbulbs to cars get connected.  By the end of 2018 it will become interwoven in our daily activities.
  2. Fear Actually Occurs – 2017 was amazing year when you look at the lack of volatility.  With the new US president making lofty statements, North Korea firing missiles, Europe dealing with a sloppy Brexit, Nevada shooting, failed Turkish coup, and more the S&P never had a 5% pullback.  That should happen sometime in 2018 at least once.
  3. Canadian Pot Smokers – On July 1, 2018 marijuana for recreational use will be legalized.  After a week or two of media coverage pot smokers will be relegated to the dark alcove that tobacco smokers currently occupy.  If edibles and oils get approved there will be broader adoption however that will be further in the future.
  4. Central Bankers inch along – We might see 1 or 2 interest rate hikes by the US Federal Reserve but probably not at their next meeting Jan 31st.  Bank of Canada will be under pressure to hold steady with heavy individual debt burden and potentially a stronger Loonie.  Don’t expect the BoC to do anything Jan 17th or Mar 7th.
  5. Infrastructure actually gets built – We will probably not see the Trump Wall get built on the Mexico border, but some highways and bridges might finally get upgraded.  With the world depending more on electricity and less on oil the electrical grid will need some major funding.
  6. Winter Olympics & World Cup – South Korea will host the Winter Olympics in Pyeongchang from February 9th to 25th, much will be said about North Korea and Russia’s athelete ban.  The entire world will be glued to TVs (except in the US) for the FIFA World Cup in Russia June 14th to July 15th.
  7. Emerging Markets become Developed Markets – why do we still call China emerging?  Watch for 2018 to be the year where India and China become solid economies within their own borders.  They will not need the US, Europe or Japan to dictate their future success.

7.5  Canucks get the #1 overall NHL Draft pick (yeah right!)

 

If you want to discuss how to invest in these themes do not hesitate to contact me.

 

KWM Investing Themes for 2018