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.

Please see important disclosures at the end of the article. 

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