Trump trumped Clinton: What’s next?

Tony Roth |
Investment Management

A round-up of the important issues around an impending Trump presidency:Republican Congress and White House may be good for growth;Impact on the Fed and rate hikes;Greater fiscal party emphasis with infrastructure spend;Uncertain future of Obamacare and his executive orders;Income and corporate tax reform; andImmigration issue subject to intra-party tensions.As Election Day neared, we voiced our assessment that the outcome was essentially a coin toss. Turns out it was.

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Capital Perspectives October 2016

Tony Roth |
Investment Management

In the October 2016 issue of our monthly flagship publication, we feature:   On the Record by Chief Investment Officer Tony Roth, What if Trump Trumps Clinton?In Focus features a conversation with our new head of wealth management, Doris Meister.Investment positioning, major themes, and asset class positioning updates.In this issue, Chief Investment Officer Tony Roth takes a look at the potential impact of a Trump victory on the economy and the markets over the short term.

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