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ISSUE 17 | APRIL 2019
INVESTMENT page 3
LETTER FROM THE
CHIEF INVESTMENT OFFICER
page 1
SEARCHING FOR A BREXIT COMPROMISE
STRATEGY page 5
EUROPE: I WANT TO BELIEVE
MAKING SENSE OF NOISY ECONOMIC DATA
page 8
OUARTERLY BOND MARKETS
OPTIMISM, PESSIMISM AND TODAY'S
page 11
WASHINGTON POLICY UPDATE
page 13
Q&A: WHAT'S ON THE CARDS FOR OIL?
page 16
BULL MARKET
Reckoning with Records
page 1
SEARCHING FOR EUROPE: MAKING SENSE OF OPTIMISM, PESSIMISM &
A BREXIT COMPROMISE I WANT TO BELIEVE NOISY ECONOMIC DATA TODAY'S BOND MARKETS
page 3 page 5 page 8 page 11
