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Podcast: Money Life with Chuck Jaffe
Episode: Touchstone's Thomas: Slow earnings growth, geopolitics will mute market gains
Description: Crit Thomas, global market strategist at Touchstone Investments, says that he entered the year cautious given political uncertainty and the impact of tariffs and other new policies, and that the market has moved from high levels of optimism more towards his level of concern. He's taking a wait-and-see approach to international investing now, and he's expecting higher volatility with less progress while the market sorts it out. Where the market still expects double-digit earnings growth — a key driver if returns are to achieve that level — Thomas sees more muted growth and a possible correction as forecasts are missed, leading to a...