By Giles D. Marshall
Despite an ongoing global economic recovery and generally strong earnings growth, 2018 once again caught the investor consensus off guard. The year proved to be one where returns, especially from equities, were much harder to come by than expected. The year’s three dominant themes—rising interest rates and bond yields in North America, trade tensions between the United States and other countries (notably China) and generally adverse political developments in Europe— all weighed on equities.
Giles Marshall, Vice President, Portfolio Manager,
MARKET COMMENTARY
04.25.2019 Ian Riach, Chief Investment Officer
Not to spoil the party, but amid the sharply positive rebound in equity markets, we’re mindful of the growing tug-of-war between equity and bond investor views.
Equity Markets Bounce Back in First QuarterNEXT POSTMARKET COMMENTARY
01.29.2019
See their specialized views on the region’s distinct character and ways to capture potential upside performance in 2019.
A Closer Look at EuropePREVIOUS POST