Asset markets tend to adhere to longer term relationships. Since the industrial revolution several of these cycles have stood the test of time. The primary cycle that drives most economic activity is the interest rate cycle. Interest rates determine if
What Did We See? Markets around the world diverged in the second quarter of 2018. The US fared relatively well while Emerging Markets and Asia have stumbled. Volatility and fear has increased around the world as trade rhetoric heats up.
Often times we are asked “Why should I work with you?” or “What am I paying for?” We think these are great questions and should be answered before anyone begins a conversation with us. Thus, we have compiled the below