Our portfolio managers give you their analysis of current economic trends
within their targeted area of investment
- Core Strategy
- Will Wurm
Summary: As noted in our August update, markets will continue to pivot based on the prevailing viewpoint regarding a trade agreement. Other risks added to the front burner include the presidential impeachment effort, oil price shocks as Saudi Arabia and Iran hostilities escalate, and a messy Brexit outcome. Considering these uncertainties, risk appetite has been subdued and the equity indexes are range bound until they are resolved.