Month: August 2018

We share the most frequently asked questions from Focus 2018, on topics such as trade tensions, emerging markets, growth versus value, and the yield curve.

As we look back on the month of July, the standout stories for the summer so far have been strong U.S. economic growth and surging corporate profits. This latest Client Letter recaps these reports and emphasizes the importance of focusing on fundamentals through any potential stock market volatility.