A variety of important developments occurred in the fourth quarter of 2016. During our 1st quarter Investment Landscape conference call, we discussed:
- A rosier outlook for U.S. economic growth, as suggested by improving business and consumer confidence
- Rising inflation and inflation expectations around the globe
- Impacts of the U.S. presidential election on capital markets, and why this shifts our expectations for domestic equities
- A stronger U.S. dollar, which continues to negatively impact portfolios with unhedged currency exposure
We invite you to read more on these topics in our full 1st quarter Investment Landscape report, or by listening to the call playback by accessing the following links:
