In the May 2017 issue of our monthly flagship publication, we feature:
- On the Record by Chief Investment Officer Tony Roth, 100 days of President Trump: chaos, confusion, and why we must stay the course.
- In Focus discusses shifting conditions that may improve the outlook for active management against a landscape dotted with passive index funds.
- Investment positioning, major themes, and asset class positioning updates.
Chief Investment Officer Tony Roth explains why the prudent thing to do right now is simply stay the course, in light of all the domestic uncertainty around the trajectory of President Trump’s pro-growth agenda, as well as heightened global risk, despite fortunate events on the European election front.
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