Global equities are off to their best start in over 20 years, serving as a reminder that fundamentals matter and market timing a thoughtful and high-quality strategy can be more dangerous than volatility itself.
InsightsResearch and Commentaries
Painful as the shutdown has been, the more serious issues lie in growing deficits and uncertainty about trade.
Volatility such as we have seen in the 4th quarter is no reason in itself to make wholesale changes to a well-planned investment strategy.
What has fundamentally changed in just the last few weeks to justify this market sell-off?