The Quarterly Q1 2019

The Quarterly Q1 2019

  • 2018 ended on a bearish note as markets and economic data are sending conflicting signals
  • Volatility is expected to remain elevated due to a busy event calendar in 2019
  • The US and China will find an agreement as the pressure is mounting
  • Europe is a mess, the circumstances look alarming and it looks like they are heading into a recession
  • The significant increase in corporate debt is a major risk and needs to be normalized
  • The dispersion in equity markets still offers a vast opportunity set for active managers
  • There are reasons to like gold in 2019

For further information please click on the link below:

TWM_TheQuarterly_2019Q1