CIO Insights: Stay Prepared

There is a risk, in a time of prolonged economic uncertainty, that you become blinded to the pitfalls ahead. U.S./China trade tensions have now been ramping up for over a year, and other geopolitical tensions for even longer (Brexit for over three). But while we have suffered bouts of volatility, markets have not fallen into a more prolonged period of gloom. Even though times have changed since the begining of the year, we remain comfortable with the six investment themes that were highlighted then.