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A timely review of global financial markets that can influence the structure of client portfolios.
Q4-18: A Tale of Two Equity Markets
Q3-18: The Fiscal Policy Roller Coaster and the Record Bull Market
Q2-18: Economic Optimism and Political Activism
Q1-18: The Fiscal Policy Adjustment: Make America Great Again!
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One year ago, we made the following forecasts about the global economy and financial markets…
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