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Market Commentary

Our portfolio managers give you their analysis of current economic trends
within their targeted area of investment

Core Strategy
Will Wurm
Will Wurm

PDF download Q4 2016 : Momentum and the New Administration

Summary: It was commonly believed a Trump victory, although unlikely, would rout the markets by 10%. In the early morning hours of election night, as Trump began to amass the states necessary for victory, equity futures declined in excess of 5%. What looked to become a crash on the following day reversed into a 1% gain. Markets continued their momentum into year end with the groups benefiting from assumed Trump policy initiatives.

Past issues:     Q3 2016     Q2 2016     Q1 2016     Q4 2015    

Aggressive Growth Strategy
John Preston
John Preston

PDF download Q4 2016 : Rotations, The Unimaginable, The Unpredictable and Surprises

Summary: 2016 was a difficult year for growth investors. By contrast, small cap stocks gained 18% after Election Day, an indication that appetite for risk might be returning.

Past issues:     Q3 2016     Q2 2016     Q1 2016     Q4 2015