The signs of these economic times continue to look good—high employment, spending, and consumer confidence. Yet with trade disputes, tariffs, and unsettling global political and economic events (take Brexit and Hong Kong, for example), can we expect this party to continue? This month’s strategy report takes a look at how all of these factors come together in 2019 to forge a new outlook. Also, we share our thoughts on the key factor in performing successful due diligence on alternative investments. We find our experience of having done this work many times and with many partners helps us analyze and uncover new opportunities. As always, our strategy report also includes our monthly analysis and updates on key market events.