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Despite the return of volatility during the winter months, the world seems scarcely changed in recent quarters, like frost that refuses to thaw.

January opens with an optimistic outlook, even as the world is marked by an unsettling mix of conflict both here and abroad. Geopolitical events, including ongoing developments surrounding Nicolás Maduro’s government in Venezuela,

Year end is a time for reflection. It is a moment to ask- What has worked, and what will the future hold? For equity markets, the story of the Magnificent Seven has dominated not just the past year, but the last seven.

After the excitement and confusion of October, November enters with clarity. After 44 days, the longest U.S. government shutdown in history has ended, and the flow of economic data is expected to resume in the second half of the month.

The late 1990s changed markets and culture forever, and the similarities to the current environment are becoming increasingly undeniable.