Category: Economy
2019 Outlook: Navigating the Late-Stage Phase of the Economic Cycle
In many ways, 2018 signaled that we are likely in the final stages of a unique and largely uninterrupted recovery from the global financial crisis of 2008. As we predicted in this space one year ago, the low volatility of the preceding year was followed by dramatic swings in asset prices throughout 2018, and despite the economic expansion reaching near-record levels, the year closed without a single risk asset class producing positive returns for the calendar year as concerns about the future rose.
Read more: NFT 2019 OutlookDownload
Read more: NFT 2019 OutlookDownload
Key Themes Driving this Correction
In our latest client communication, we analyze the overarching themes that have sparked the most recent sell-off in equities.
Thoughts on the October Pullback
Some context and perspective on the somewhat normal, albeit swift, pullback in U.S. equities.
2018 Mid-Year Update
In this Mid-Year Update, we hope to highlight developments in global economies and markets that have either reinforced our thinking or given us reason to shift course. Please click below: