Our portfolio managers give you their analysis of current economic trends
within their targeted area of investment
- Core Strategy
- Will Wurm
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.
- Aggressive Growth Strategy
- John Preston
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.