In a week where Donald Trump’s Trade war sent global markets tanking, our readers would be entitled to expect us to focus primarily on the Trade War and its consequences.
We have written about it at length and do expect some kind of settlement after this week’s latest show of muscle by both parties, the most interesting of all being North Korea Kim sending a few missiles in the Pacific Ocean.
Credit Cover Photo. Joseph Chan – Unsplash.com
As we predicted, 2018 was a year of turning points : turning points in inflation, monetary policies and equity markets.
We were amongst the few to predict the end of the secular bull market in US equities and 2018 ended-up being the worst year in equities since the 2008 financial crisis.
THE FOUR MEGA TRENDS
The world seems chaotic and unpredictable.
It is a time of changes and the world we are living in is going through major structural changes. We call them MEGA TRENDS
Understanding those mega-trends is paramount to proper investment positioning as they provide the backbone of the scenarios that will unfold in the years to come.