The 2015 market outlook will look very similar to this year's…
Investors can expect gains. But global growth concerns will persist. And the markets will stare down anticipated rate hikes from the U.S. Federal Reserve.
Central bankers across the globe are scattershot. The Fed wants to wind down its easy money program. But Japan is ramping its program up. And Eurozone QE is not far off.
Money Morning Chief Investment Strategist Keith Fitz-Gerald told viewers of CNBC's "Squawk Box" (Asia) Monday evening to tune out the central bank chatter. It will impact the market outlook for 2015, but investing in 2015 should focus on good companies, not clueless policy makers.
"I'm going to place my bets on corporate CEOs because they've got a handle on things, regardless of the politicians and central bankers," Fitz-Gerald said.
And even with the Dow Jones climbing above 18,000 this morning, the market isn't overpriced.
"There's still room to go on the upside," Fitz-Gerald said.
"But," he added, "There's a big 'if' here, and that's if central bankers continue to have the band play on."
To see the rest of his take on the markets, as well as a U.S. dollar outlook and two stocks to buy now, watch the clip below.