At Winthrop, we help our clients live life in the moment while boldly exploring and imagining possibilities for their future. Our approach enables us to explore every aspect of your life so that we can design a big-picture plan and investment solutions that balance practicality with opportunity.
Whoever you are, and wherever you are on your journey, our multi-generational team has all the tools and experience to help you pursue your financial goals—and live your life to the fullest.
From fast-growing startups and closely held family businesses to multi-generational enterprises, we will help empower you to operate more efficiently day-to-day, while laying a foundation for navigating the future.
We work closely and collaboratively with our endowment and non-profit clients to provide investment programs and hands-on portfolio management services pursuing global opportunities while seeking to ensure alignment with key business objectives.
We’re committed to seeking out and sharing the trends influencing markets and the outlooks that might inform our investment approach. In an industry like ours, being open to multiple viewpoints and fresh perspectives is a critical part of how we add value, and help our clients imagine all the possibilities.
In the world of finance, things change fast and there’s always more to learn. We’ve created a series of tools that will help you stay educated and keep you informed about the things that matter most.
Market Commentary | January 11, 2019
2018 was a challenging year a virtually all global equity indices finished negative. The global equity
market as measured by the MSCI All Country World Index (ACWI) ended the year down -8.9% for the
worst annual decline since 2008 (-41.8%). The fourth quarter was an especially difficult period as the
MSCI ACWI had its worst quarterly return since Q3 2011. Several factors weighed on the global equity
markets throughout the year including the US and China trade war and slowing global economic growth.
The United States investment grade fixed income market was basically flat as the Barclays US Aggregate
Bond Index returned +0.01%. We would like to highlight three key themes of 2018.