In the September 2016 issue of our monthly flagship publication, we feature:
- On the Record by Chief Investment Officer Tony Roth, The Fed curbs its enthusiasm.
- In Focus by Luke Tilley, Heading into the election home stretch.
- Investment positioning, major themes, and asset class positioning updates.
In this issue, Chief Investment Officer Tony Roth says few interest rate hikes are in store and believes they will take place at a gradual pace. Learn what the Fed’s “new neutral” means for the economy, markets, and your portfolio.
Chief Economist Luke Tilley then zeroes in on taxes, trade deals, and transportation infrastructure for the “In Focus.” As we stand on the precipice of the election, it’s important to know how these areas might be impacted should either of the presidential nominees’ economic proposals come to fruition.
Please see important disclosures at the end of the publication.Download Article