In the April 2017 issue of our monthly flagship publication, we feature:
- On the Record by Chief Investment Officer Tony Roth, Politics and portfolios: restacking the chips.
- In Focus discusses Brexit—almost one year later—and the brightening prospects for certain international developed equities.
- Investment positioning, major themes, and asset class positioning updates.
In this issue, Chief Investment Officer Tony Roth discusses how an encouraging U.S. economic outlook persists against a backdrop of political risks, along with how the healthcare derailment might impact subsequent growth policy agenda items like tax reform.
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