We believe global equities may continue to rise in the new year, and we expect new opportunities to be unlocked as market leadership evolves.
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As the conflict in the Middle East continues to evolve, remember the important distinction between markets that are forward-looking and probabilistic rather than reactive and emotional.
Many assumed that if the Middle East conflict lasted more than a few weeks, it would be meaningfully negative for stocks. But markets appear to have absorbed the shock.
Major stock markets have corrected. But our preferred indicators suggest markets may still have work to do before a durable bottom is formed.
When you’re ready for a partner, not just a provider, we can connect you with a team focused on your investment challenges and opportunities.
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