QMA's Keon Sees 'Pro-Growth Tilt' Continuing in New Year

The transcript discusses the balance between risks and opportunities in the market, highlighting potential growth despite risks like a trade war with China. It predicts US market returns in the 8-10% range, driven by earnings growth and dividend yields. The impact of global trade relations, particularly with China, is analyzed, noting potential risks to global markets and specific impacts on countries like Germany and Japan.

What factors are contributing to the optimism about growth in profits and the stock market?

What is the significance of the earnings growth forecast mentioned in the text?