Keeping up to date with Gavin Management Group.

Newsletter: Volume 15, Issue 1, January 2018

A Synchronized Global Recovery – Global equities experienced a near-perfect backdrop of steady global growth, low inflation and continued accommodative monetary policy in 2017, leading to strong performance. For the year, all major equity categories and sectors ended the year with double-digit gains; shaking off nuclear threats, populist uprisings and a stalled Trump Administration agenda. …

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Newsletter: Volume 14, Issue 4, October 2017

Worldwide Expansion Propels Markets to Record Highs – The synchronized expansion in global activity provided a steady backdrop for markets as several key indexes reached record highs during the third quarter of 2017. Economic data indicated continued expansion in both manufacturing and services, while consumer spending remained healthy – although, increasingly concentrated online. International stocks …

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Newsletter: Volume 14, Issue 3, July 2017

Trump/Reflation Trade Begins to Unwind – International equities delivered a solid quarter as growth in Europe and a resurgence of interest in Emerging Markets helped propel gains. European economies have been resilient in the face of disintegration risks, generating growth near 1.5% per annum and higher headline inflation. Meanwhile, Emerging Markets have benefitted from profit …

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