Portfolio Manager Roundup: U.S. 4Q 2018

01.16.2019

Key Takeaways

 
  • Worries from 2018 persist on rates, trade, economic growth and geopolitics
  • Our U.S. portfolio outperformed the S&P 500 for the quarter—and for 2018
  • Identifying winners in 2019 will be more difficult
  • We continue focusing on quality growth