The Fourth Industrial Revolution: Digital, data, and debt disruption

Tony Roth |
Investment Management
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Our 2019 forecast for markets, economies, and portfolios. Horizontal digitization of technology across economic sectors Labor productivity’s race against the clock Rates and the global debt super cycle Twenty years ago, MSCI and S&P Dow Jones indices developed the Global Industry Classification Standard and defined sectors and industries for the equities market more or less

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Markets Bounce on Oversold Conditions

Meghan Shue |
Wilmington Wire
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January 10, 2019 – Volatile equity markets have bounced off of their Christmas Eve lows, heading higher in almost as dramatic a fashion as on the way down. We are not surprised to see the rapid move upward, as we assessed equity markets to be oversold and pessimistic sentiment extreme by the end of 2018. Historically, a pullback

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Maintaining Optimism in 2019

Tony Roth |
Wilmington Wire
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January 4, 2019 – The past year has no doubt been challenging for investors in light of the difficulty of assessing political risks, conflicting economic signals, and swift reversals in equity market sentiment. Like many investors, we were caught off guard by the violent market correction in the fourth quarter—a drop of almost 20% between

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