As we close out another year and look forward to 2020 many of the key themes that have been in place since early 2019 are still present; low interest rates, a sluggish global economy and accommodative central banks.

This quarterly letter marks our first combined commentary which will now touch on the developments within our wealth management platform. These commentaries will include a market overview, individual stock ideas, asset allocation ideas as well as other broad themes we are seeing play out in the ever-changing marketplace.

In case you missed it, Aventine Portfolio Manager, John Kim, made an appearance on BNN Bloomberg’s Market call on June 21st to share his market outlook. We thought you might enjoy this short clip.