Dear friends of Arcus Capital Partners,
We are excited to announce the launch of our new quarterly commentary. This piece will cover a range of topics, including but not limited to: the global financial markets, the macro economy, and other one-off topics we think you will find interesting. Please let us know what you think as feedback is always appreciated. With the first half of 2018 complete, this year is shaping up to be very different than 2017. So far, global equity markets have struggled with only US stocks managing to generate a positive return. Bonds have not been immune and finished the first half in the red as interest rates continued to grind higher. Lastly, commodities have been somewhat of a bright spot due to rising energy prices.