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

  • On the Record by Chief Investment Officer Tony Roth, Rising tide of global growth helps keep U.S. equity boats afloat.
  • In Focus provides a high-level overview of the economic cycle, the telltale signs of each stage, and their significance.
  • Investment positioning, major themes, and asset class positioning updates.

One could easily be forgiven for looking back at news headlines in 2017 thus far and having trouble reconciling them with financial market performance. On January 1, most analysts project market optimism tied at least partially to a pro-growth Trump agenda and a Republican majority in Congress. Unfortunately, the pro-growth policy promise has not yet been kept. Challenges include the administration being embroiled in continual battles with the media and its own party. And the possibility of funding tax reform by cutting FEMA’s budget is a no-go now in light of the devastation from Hurricanes Harvey and Irma.

Please see important disclosures at the end of the article. 

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