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Recession Fears Overblown

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.

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