Doug Kirkpatrick, CFA October 12, 2018 Politics, Quarterly Commentary, United States, International, Investments 3Q18 CIO Commentary Doug Kirkpatrick, CFA October 12, 2018 Politics, Quarterly Commentary, United States, International, Investments In this quarter's CIO commentary we look at the lopsided nature of the global markets in 2018, NAFTA 2.0, and major changes in the GICS.