Please click here to view our 4Q18 Capital Markets Review. Fortunately, the 4Q18 numbers are now outdated as the markets have experienced a meaningful rebound in January (as of 1/24/2019).
Several factors led to the 4Q sell off, and it was widespread. While trade war concerns, politics, Brexit, global growth slowdown, and rate hikes cloud the skies, U.S. employment continues to improve, our economy is still growing, as is China and the developed markets, just not as fast.
Stay tuned for the 2019 Outlook – an interesting compilation of what Wall Street believes to be the themes and risks for 2019.
Your Allium Team