INSIGHTS

2019 Q2 Market Commentary

July officially marks the longest U.S. economic expansion in history at 121 months. As we enter this unprecedented territory, it is important to separate perception from reality. In this quarterly commentary, we focus on the facts and underlying fundamentals of the global economy as we navigate through the second half of 2019, and we discuss where we see value—and exercise patience—despite risk assets measuring at record highs.

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