Fall 2018: Macroeconomic Review

November 7, 2018
Earnings growth has been strong across different sectors and the U.S. continues to lead the way. We’ve seen disparity between the performance of developed market equities and emerging market equites. Central bank policy remains front and center. At this time, we believe equities should continue to outperform fixed income albeit with more volatility.
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What the heck is up (or down) with oil prices?
What the heck is up (or down) with oil prices?

We look at some of the factors behind the sharp plunge in crude oil prices, to identify the risks and oppor...

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Fall 2018: Fund and portfolio update
Fall 2018: Fund and portfolio update

Overall fund performance has been strong year-to-date and over the past 12 months being led by global equit...

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