News & Resources

Winter 2020 Investment Report

Michael J. Puzo, Michael O'Leary

2/5/2020

A fitting end to the 2010s...
2019 was a great year for equities. Understanding what fueled the growth over the last year and decade is essential to shaping our investment approach for the future. 

Last year was driven by many of the same investment themes we have seen throughout the last decade:

  • low economic growth, resulting in lower interest rates
  • a flight to safety investments, such as the US dollar and high quality growth stocks

So what will the next 10 years have in store?

Continue reading...

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