Economic & Market Commentary, Third Quarter 2013

The third quarter was marked by a number of consequential events, not the least of which was the continuation of the substantial and now maturing bull market. The author has seen global growth improve and global economies begin to resynchronize.

The author's theme of “go global in all asset classes” hasn’t played out as they thought this past year, but they are optimistic that international asset classes are now poised to keep pace with the US. Meanwhile, their recommendation to “stay positioned for asset inflation” has definitely paid off for clients this year.