GLC’s Mid-Year 2019 Capital Market Outlook
The Bull Market in Everything: Investment positioning for times that can’t last forever
Markets decline on Trump’s two-front war on trade
Tough talk, halted negotiations and tariffs were among the weapons used by White House against China and Mexico in May. Defensive investments became more attractive as investors retreated to safety. Equity markets in both the U.S. and Canada responded with a sharp one-month slide of 6.6% and 3.3% respectively.
An inverted yield curve, a pig that can fly, and the tail end of a bull market.
Three big market themes happening right now, what to make of them and what to do next.
Distinct investment management teams
We manage a range of traditional, specialty and alternative portfolio strategies through our five investment management divisions: GWL Investment Management, London Capital Management, Laketon Investment Management, Portico Investment Management and Portfolio Solutions Group.