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.
Click here to read PDF commentary.
Q2 2019 Introduction
Q2 2019 Quarterly Review
Q2 2019 Economy
Q2 2019 Financial Markets
Q2 2019 Conclusion