Finally, and happily, spring is here. Global capital markets have rebounded strongly to post mainly positive results for the first quarter of 2019.
Read MoreDear Client,
In contrast to the relative market calm of 2017, volatility returned to equity markets in the first quarter of this year. Most global markets dropped sharply in early February, with some falling into correction territory (a decline of 10% or more). The initial decline was apparently due to market participants’ concern about rising inflation based on strong U.S. economic data.
Read MoreI hope this letter finds you well. As we enter 2018, I would like to take the opportunity to provide you with an overview of financial market results in 2017, and to offer insights into some of the investment themes that may influence your investment portfolio over the coming year.
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