2018 Global Equity Outlook: Is the Best Yet to Come?

Chautauqua Capital's investment approach is to identify trends and companies that, as a result of their business model advantages, stand to benefit disproportionately from these trends. At the height of this eight-year bull market, we are trying to reconcile the notion that the markets and the global economy may be "as good as it gets" with the potential that – as a result of technological change and increased market volatility – "the best may be yet to come."

In our most recent outlook, we examine the dynamics that helped global equity markets end 2017 on a high note and we discuss the trends we see carrying over or taking shape in the new year, including:

  • The relative performance of growth versus value-style investments
  • The potential impact of geopolitical dynamics that continue to play out in 2018
  • The implications of recent and anticipated actions by global central banks
  • The role technology continues to play in disrupting legacy business models around the world

 

Investors should consider adding the investment objectives, risks, charges and expenses of each fund carefully before investing. This and other information is found is the prospectus and summary prospectus. For a prospectus or summary prospectus, contact Baird directly at 866-444-9012 or contact your Financial Advisor. Please read the prospectus or summary prospectus carefully before investing.

Past performance is not indicative of future results and diversification does not ensure a profit or protect against loss. All investments carry some level of risk, including loss of principal. Investments in international and emerging markets securities and ADRs include exposure to risks including currency fluctuations, foreign taxes and regulations, and the potential for illiquid markets and political instability.