February 21, 2018

2018 Investment Outlook: Porridge, a Nap and Three Bears

Abstract

We hear many people describe the global macro environment as the “Goldilocks economy,” referring to that fairy tale’s lead character settling on porridge that was not too hot, and not too cold, but “just right.” In this environment where no recession is looming in the near term and there is little chance of the economy overheating either, what’s our outlook for investments?

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