February 12, 2019

Investment Strategies from the Economic and Investment Forum

The economic expansion that began in 2010 is now in its ninth consecutive year. By nearly every measure, the U.S. economy today remains fairly strong, even as we are seeing some signs of weakness that weren't here a year ago.

While economic conditions remain fairly solid, rising interest rates and uncertainty about how much further they will go up have created some anxiety and caution for investors, business owners and home buyers.

During the next five years, it is likely that it will be more difficult to see returns than in the previous five years - forcing investors to get creative with their portfolios.

In this informative panel discussion, our experts share their thoughts on the investment outlook for 2019 with emphasis on three key sectors: Internet, entertainment and real estate.

  • Mark Mahaney, lead technology analyst at RBC Capital Markets, provides his take on internet trends, noting that 2019 is the year of OTT (over-the-top) — content providers that distribute streaming media as a standalone product directly to viewers over the Internet — and what it means for FAANG (Facebook, Amazon, Apple, Netflix, Alphabet) stocks.
  • Steven Cahall, head of media research at RBC Capital Markets, discusses Disney's streaming shift and what it means for the stock. He also predicts this year will be a major year of mergers and acquisitions within the entertainment industry and discusses how that may influence key stocks.
  • Mark Forbes, executive vice president of Real Estate Banking at City National Bank, discusses the affordability index, and how supply impacts residential investing and the opportunities that exist with multi-family properties.
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This video is for general information and education only and is provided as a courtesy to the clients and friends of City National Bank. It is compiled from data and sources believed to be reliable, however City National Bank does not warrant that it is accurate or complete. Opinions expressed and estimates given are those of the speaker as of the date of publish with no obligation to update or notify of inaccuracy or change.

This article is for general information and education only. It is not to be construed as an offer, or solicitation of an offer, to buy or sell any financial instrument. It should not be relied upon as specific investment advice directed to the reader's specific investment objectives. Any financial instrument discussed in this article may not be suitable for the reader. Each reader must make his or her own investment decision, using an independent advisor if prudent, based on his or her own investment objective and financial situation. Prices and availability of financial instruments are subject to change without notice. Financial instruments denominated in a foreign currency are subject to exchange rate risk in addition to the risk of the investment. City National Bank (and its clients or associated persons) may, at times, engage in transactions in a manner inconsistent with this article and, with respect to particular securities and financial instruments discussed, may buy from or sell to clients or others on a principal basis. Past performance is not necessarily an indication of future results. This article may not be reproduced, distributed or further published by any person without the written consent of City National. Please cite source when quoting.

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