The Verus quarterly Investment Landscape webinar was held on Thursday, January 24th at 10:00am (PST).
On our call this quarter, we discussed:
- Our thoughts on the challenges of diversification in 2018, particularly relative to a domestic 60% stock/40% fixed income portfolio
- Weaker economic data that indicates global growth is slowing, especially in international developed economies
- A more cautious outlook for Fed policy amid financial market volatility and economic data generally coming in below expectations
- What may have caused the sharp selloff in global equities during the quarter
You can view the slides or listen to the playback by clicking on the links below.