Strategic Global Advisors, LLC Q2 2018 Reports

Market Overview

As of June 30, 2018

Global equity markets delivered positive performance for the quarter and year to date, driven by stronger U.S. market results. There was considerable dispersion across benchmark returns, with U.S. markets outpacing international and emerging markets. The widespread in returns reflected a break in the “synchronized global growth” narrative that has prevailed over the past year. The market outlook remained broadly positive, but slightly less op misc than at the beginning of the year as investors assessed trade tensions and the impact on global economies. Overall, markets remained resilient despite periods of increased volatility. More importantly, many of the risks did not materially impact corporate earnings growth, business confidence, or consumer confidence.