Greater Clarity On Markets Demands A Flexible Approach

(Harvest) We suggested that the ongoing low-volatility, quantitative easing-driven, deflationary boom cycle would likely pivot toward an inherently more volatile fundamental environment. While longer term investment forecasts are by definition opaque, a great deal of clarity has been provided by the events of the past several weeks. Now, in possession of these new and substantive fundamental realities, we are emboldened by our previous prediction, and seek to provide more granularity about our view of 2018’s likely evolution.

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