Quarterly Outlook Commentary

Are we headed into a recession?

Financial market participants are leaning 'yes', whereas the economic data is leaning 'no'.

With global markets taking investors for a nauseating ride in 2018 and ending the year in negative territory, computer algorithm-trading enhancing volatility, and investors overwhelmed with fear and uncertainty, it's no wonder we are in an environment of confusion and chaos.  

So, are the concerns of an imminent recession in 2019 valid? Who's right? 

In this Outlook Commentary, we will be discussing this disconnect and how we're in a Slowing, But Growing economic environment - an environment that is offering fundamental investors, such as ourselves, the best opportunities we have seen in many years. 

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