Diversified Digest: Sept 22

September 22nd, 2017 | posted in: Insights

by: R. Samuel Fraundorf

Diversified Trust’s investment team brings you headlines of note for the week.  Click on the links to access the articles we found of interest.

What we do is hard; managing money in both calm and volatile markets requires not only a set of knowledge and experiences, it requires you to be able to connect dots that don’t seem to connect.  Whether this is open-mindedness or a behavior, it is important to understand where our abilities originate and what might impact and limit our own successes.

The sovereign wealth fund of Norway hit a milestone this week: It hit $1 trillion in value.  Yes, trillion.  With a “T”.

The White House is not the only leadership hoping to see economic growth return to “normal” (which also tends to mean pre-Great Financial Crisis) levels.  The problem with this hope may be that earlier times were not normal themselves and growth today is more impacted by demand. 

Finally, predicting the future is never easy.  Because of the influence of central banks and the size of their balance sheets, credit spreads may have more information in predicting recessions than yield curves.  And currently, they tell us there is no recession in sight.


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