In the December 2016 issue of our monthly flagship publication, we feature:   

  • On the Record by Chief Investment Officer Tony Roth, A new president, changing policies, and your portfolio.
  • In Focus features Chief Economist Luke Tilley’s close-up on Trump’s proposals and the economy.
  • Investment positioning and themes and asset class updates.

In this issue, Chief Investment Officer Tony Roth takes a look at the likely impact of a Trump administration on current regulations and legislation, and the potential implications for capital markets. He also discusses client portfolios and how they are poised to accommodate the most likely of events.

Our “In Focus” this month features a close-up analysis from Chief Economist Luke Tilley on how President-elect Trump’s proposals might impact GDP growth in particular and the overall economy in general, highlighting possible short-term wins as well as long-term concerns.

Please see important disclosures at the end of the publication.

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