Putting 2018 in the Rearview Mirror

We bid good-bye to a remarkably volatile 2018 that was void of the negative events that typically accompanies the dramatic moves we saw in all asset classes. Much of the volatility, especially in Q4 was the result of speculation about events which have not materialized. Interest rates remain subdued, US employment is remarkably strong and corporate earnings continue to expand. We also look ahead to 2019 and highlight themes we feel will meaningfully impact how capital markets perform in the coming 12-18 months.

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