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Jim McDonald - Chief Investment StrategistRecorded: Dec 17 20183 mins
We entered 2018 with a significant overweight to risk assets, but steadily pared that back to neutral as risks increased around the outlook for growth and monetary policy. What’s ahead for 2019? Jim McDonald explains.
Jim McDonald - Chief Investment StrategistRecorded: Jul 16 20183 mins
Interest rates and credit spreads have increased this year, but we expect those trends to reverse over the next year. Additionally, we think concerns about accelerating inflation are overblown. Jim McDonald explains.