OAK - A Look Back At 2018: Assessment Strategy Predictions And Opportunity
This article was originally published January 22, 2019.
At the start of 2018, the main story of the markets was the synchronized global growth story. Couple that with the recently passed tax reform bill and you had analysts expecting earnings growth in the 20-25% range. For the first 9 months of this year, things looked very much like Goldilocks. GDP growth in the U.S. finally surpassed the 3% mark and everything seemed a-okay for the most part.
By the start of the fourth quarter, the underlying political and economic risks started to foam to the