Eighteen48’s views and insights into markets and investment strategy.

Our news, views and insights into markets and investment strategy.

Quarterly Perspectives

April 2020

Just a month ago global stocks were near the nadir of probably their fastest decline in history, while credit spreads were pricing in a 2008-max scenario in which 50% of high yield ...

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Quarterly Perspectives

January 2020

2019 encompassed a damaging trade war between (but by no means exclusively affecting) the US and China; a pronounced manufacturing slowdown in the US; recessionary conditions in th ...

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Quarterly Perspectives

October 2019

Global equities have recovered strongly in 2019 following their 18% peak-to-trough decline in late 2018. Stocks are up some 16% since the start of the year, although the majority o ...

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