Arnerich Massena is pleased to introduce our first Research Focus podcast, in which we take a deep dive into our investment research and share our thoughts on the market landscape and investment topics. In this inaugural Research Focus podcast, “What happened in 2018 and what does that mean for 2019?” co-CIO Bryan Shipley, CFA, CAIA, and research analyst Mitch Vogt take a look at what happened last year, and where that leaves us as we move forward into this year.
“2018 was a year where diversification didn’t matter,” says co-CIO Bryan Shipley. “Across the board, an extremely challenging year, particularly in the fourth quarter.” Bryan and Mitch explore the reasons why, including the Federal Reserve’s activity, political uncertainty, oil prices, and trade tensions.
Listen to the podcast here: