In the wake of trade tension and recent tariffs, global markets have been in a state of limbo. In both debt and equity markets, different indicators have given investors mixed signals about the state of the global economy. These mixed signals, in conjunction with the China-U.S. trade conflict and other geopolitical tensions that we discussed in our June newsletter, have left global markets in an uncertain state as summer begins.

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As we wrote about last month, its tough being a leader. After years of low interest rates, the search and ability to produce above average risk-adjusted returns has been difficult. The popularity and the growth of private equity has flooded the asset class with billions of dollars forcing firms to move higher and higher in the market.

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