Key Highlights
Markets experienced a global growth slowdown – not a recession.
Market pundits have been warning about a flattening yield curve and a potential recession for most of the 1st quarter.
Had you listened to those pundits, you would have missed out on one of the best quarters since the Great Financial Crisis.
Global growth slowdown likely to trough in the first half.
Maintain a globally diversified, multi-factor, and multi-asset ETF portfolio.
