How do we position portfolios in a new interest rate cycle?
Natural Resources – 2018
We feel the many years of Natural Resource’s underperformance may end in 2018.
Foreign Equities- 2018
Why do we continue to favor certain foreign markets over the U.S.?
OPCM Investment Outlook: U.S. Equities – 2018
Find out why 2018 may be a more challenging year for continued appreciation.
Macro Overview – 2018
Please watch the video above (Macro Overview) to hear our condensed thoughts on each asset class in 2018.
