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The Unwinding of Globalization, Fallen Angels & Behavioral Alpha

January 2019    by Jordi Visser

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2018 surprised almost everyone.  The facts are that asset prices are lower and visibility for investors and corporations going into 2019 are more uncertain than they appeared to be at the beginning of 2018. Confusion creates anxiety but importantly offers opportunities for those able to control their emotions. In this CIO Perspective, Jordi Visser shares his perspective on what happened in 2018 and how to evolve & adapt to an uncertain macro environment and still generate alpha in 2019. 

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