The new year started off with a bang, and the fireworks kept going for the month of January, with equity markets skyrocketing to all-time highs. Investors’ expectations of higher corporate returns (due to a slashing of the corporate tax rate) and marginally higher economic growth increased bullish expectations for equity valuations. The quick gains for the month had some investors on edge, asking themselves “Is this too much, too quickly?"
With the current political landscape becoming ever more stranger-than-fiction, we’re focusing on the hard economic data to determine how to manage portfolios to mitigate risk and capture market growth. On the final market update call of 2017, Peter Karp will discuss the current market environment, the most recent corporate earnings numbers and the signs of continued growth in the global economy.