Year End Review and Outlook 2018

  • Equity markets around the world continued to move higher thanks to an improved outlook for global growth.
  • While there have been tangible signs that the macroeconomic backdrop has indeed become more favorable, we remain concerned about nascent signs of excess in markets.
  • As such, we have sought to take on a more defensive positioning in client portfolios, albeit one that accounts for a reasonable degree of “upside risk”.
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Tags: Commentary, Perpectives

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