Around The World in 100 Words - July 2018; Week 27

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Well, we’re over the hump and the second half of 2018 is underway. For investors wondering what the next six months will hold, let me just say that there are lots of moving parts in the engine of the global economy. Interest rates, tariffs, protectionism, trade negotiations, a slowing Chinese economy and, yes, President Trump.

As is the case most of the time, the outlook for the global economy and global markets is a mixed picture, but more to the good than not. We have a synchronized global recovery underway and trade-disputes and rising interest rates notwithstanding, this is expected to continue for the foreseeable future. Overall, this augers well for markets, which explains our view that a higher equity weighting is suggested for investors looking for a better investment outcome from their portfolio.

I have been writing in ATW about the inclusion of 2 additional Wealth Management firms EdgePoint and Dimensional in our asset allocation models, as the basis for positioning client portfolios for a better investment outcome. We know how hard you work for your money and we are committed as your financial advisory firm to working equally hard to achieve the best results for you.

I look forward to speaking with you further about the role of EdgePoint and Dimensional in your retirement portfolio. In the meantime, please click on the PDF attached for some eye-popping numbers -like Apple corporation being larger by itself than many countries entire stock market capitalization! Ah Capitalism, gotta love it! 

Martin

519-546-5088