Some important developments occurred in the second quarter of 2018. During our 3rd quarter 2018 Investment Landscape webinar, we discussed:
- Positive surprises in U.S. economic data as the domestic economy continues to outshine other developed markets.
- An update on trade negotiations between the U.S. and its global trading partners.
- Implications of a flatter U.S. yield curve.
- The recent drawdown in emerging market equities and currencies and whether we believe the narrative has truly changed.
We invite you to read more on these topics in our full 3rd quarter 2018 Investment Landscape, or by listening to the webinar recording by accessing the following links: