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2018 INVESTMENT MARKETS
AND NOW INTO 2019
Challenges and Opportunities
January 1, 2019
TITANS RULED 2018 AND THEN SANK 25-40%.
OCTOBER 2018 SAW $4 TRILLION IN FACEBOOK, APPLE, AMAZON, MICROSOFT, GOOGLE.
SUCH U...
HIGH CONCENTRATION & MOMENTUM ENDS.
IT HITS A WALL & DROPS. THAT WAS Q.4 2018.
2018 NEWSMAKERS: FACEBOOK, AMAZON
FACEBOOK (2018)
AMAZON (2018)
2018 NEWSMAKERS: GOOGLE, NETFLIX
GOOGLE / alphabet (2018)
NETFLIX (2018)
2018 NEWSMAKERS: APPLE, MICROSOFT
APPLE (2018)
MICROSOFT (2018)
FAR EAST (BATS) : BAIDU, ALIBABA, TENCENT
BAIDU (2018)
ALIBABA (2018)
TENCENT (2018)
CANADA’S TSX 2018 (DOWN 11.6% IN A YEAR …DOWN 15.5% FROM JULY TO DEC.)
NEARLY DOUBLED SINCE 2008 – 6% GROWTH PER ANNUM EXC...
S&P 500 (2018 DOWN 6.3% – LOCAL CURRENCY. 90% OF ALL ASSET CATEGORIES DROPPED.)
SINCE 2008 NEARLY DOUBLED – 6.2% GROWTH PE...
MSCI EUROPE
10 Years
Down 23% in 2018 (local currencies.
In decade since 2008 up 4.5% p.a. 50%
despite drops in 2011, 2014...
90% OF ASSET CLASSES FELL.
WORST RECORD SINCE 1920.
BONDS OFFERED LITTLE HELP . . .
Canadian & Foreign Bonds - 2018
Canadian Short Term Bonds - 2018 Emerging Markets High Yie...
2018 – EVEN GOOD THINGS DROPPED - WORLDWIDE
TITANS TIRE. LEADERS PASS THE BATON.
MOMENTUM PASSES WHILE “INCOME MANDATES” WILL ENDURE.
PERSONAL INCOME MANDATES*
DOUBLED IN A DECADE @ 7% OR BETTER (NET, PER ANNUM) EVEN DESPITE DROPS IN 2011, 2015, 2018.
* Li...
PAST RETURNS ARE NO ASSURANCE OR
GUARANTEE OF FUTURE RESULTS. THESE
PAGES ARE FOR GENERAL INFORMATION
ONLY, TO FACILITATE ...
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2018 markets -- Challenges and Opportunities

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Extended recovery since global 2008 meltdown has times of tumult like 2011, 2015, 2018. Yet many valuable sectors and regions of the world have room to grow significantly over seasons and years ahead.

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2018 markets -- Challenges and Opportunities

  1. 1. 2018 INVESTMENT MARKETS AND NOW INTO 2019 Challenges and Opportunities January 1, 2019
  2. 2. TITANS RULED 2018 AND THEN SANK 25-40%. OCTOBER 2018 SAW $4 TRILLION IN FACEBOOK, APPLE, AMAZON, MICROSOFT, GOOGLE. SUCH UNPRECEDENTED CONCENTRATION, FAANGS IN US, BATS IN FAR EAST, FELL OFF IN 4TH QUARTER.
  3. 3. HIGH CONCENTRATION & MOMENTUM ENDS. IT HITS A WALL & DROPS. THAT WAS Q.4 2018.
  4. 4. 2018 NEWSMAKERS: FACEBOOK, AMAZON FACEBOOK (2018) AMAZON (2018)
  5. 5. 2018 NEWSMAKERS: GOOGLE, NETFLIX GOOGLE / alphabet (2018) NETFLIX (2018)
  6. 6. 2018 NEWSMAKERS: APPLE, MICROSOFT APPLE (2018) MICROSOFT (2018)
  7. 7. FAR EAST (BATS) : BAIDU, ALIBABA, TENCENT BAIDU (2018) ALIBABA (2018) TENCENT (2018)
  8. 8. CANADA’S TSX 2018 (DOWN 11.6% IN A YEAR …DOWN 15.5% FROM JULY TO DEC.) NEARLY DOUBLED SINCE 2008 – 6% GROWTH PER ANNUM EXCLUDING COSTS DESPITE 15% TO 30% DROPS IN 2011 & 2015. 10 years TSX (Canada – 2018)
  9. 9. S&P 500 (2018 DOWN 6.3% – LOCAL CURRENCY. 90% OF ALL ASSET CATEGORIES DROPPED.) SINCE 2008 NEARLY DOUBLED – 6.2% GROWTH PER ANNUM EXCLUDING COSTS DESPITE MAJOR DROPS IN 2011 & 2015. 10 Years S&P 500 (U.S. market – 2018)
  10. 10. MSCI EUROPE 10 Years Down 23% in 2018 (local currencies. In decade since 2008 up 4.5% p.a. 50% despite drops in 2011, 2014-2016, 2018. MSCI EMERGING MARKETS 10 YEARS Down 19% in 2018 (local currencies. Major drops 2008, 2011, 2014-2016, 2018.
  11. 11. 90% OF ASSET CLASSES FELL. WORST RECORD SINCE 1920.
  12. 12. BONDS OFFERED LITTLE HELP . . . Canadian & Foreign Bonds - 2018 Canadian Short Term Bonds - 2018 Emerging Markets High Yield Bonds - 2018 Global HY Corporate Bonds - 2018
  13. 13. 2018 – EVEN GOOD THINGS DROPPED - WORLDWIDE
  14. 14. TITANS TIRE. LEADERS PASS THE BATON. MOMENTUM PASSES WHILE “INCOME MANDATES” WILL ENDURE.
  15. 15. PERSONAL INCOME MANDATES* DOUBLED IN A DECADE @ 7% OR BETTER (NET, PER ANNUM) EVEN DESPITE DROPS IN 2011, 2015, 2018. * Life Income Mandates (Cdn & Global) Dividend, Real Estate, Infrastructure, Strategic Income
  16. 16. PAST RETURNS ARE NO ASSURANCE OR GUARANTEE OF FUTURE RESULTS. THESE PAGES ARE FOR GENERAL INFORMATION ONLY, TO FACILITATE DISCUSSION OF INVESTMENT MARKETS, DIVERSIFICATION, AND HOW SPECIFIC MANDATES MAY INFLUENCE PERSONAL RISKS AND RETURNS TO HELP SECURE FUTURE GOALS.

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