INSIGHTS

2nd Quarter 2019 Investment Landscape

Some important developments occurred in the first quarter of 2019. During our 2nd Quarter 2019 Investment Landscape webinar, we discussed:

  • Surprisingly strong performance in the first quarter as markets recovered almost completely from a tumultuous 2018 Q4.
  • The Federal Reserve‚Äôs pivot, as we expected, from a rising interest rate narrative to a flat or falling interest rate narrative.
  • A brief yield curve inversion in March, and what this might mean for the U.S. economic cycle.
  • Recent weakness in economic data and a cloudier outlook for global growth.

We invite you to read more on these topics in our full 2nd Quarter 2019 Investment Landscape, or by listening to the webinar recording by accessing the following links: