The 2017 Second Quarter Outlook is presented by Senior Portfolio Manager, David G. Carroll, CFA, Chief Investment Officer, Brian K. Andrew, CFA, and Portfolio Manager and Director of Equity Strategy Group, Jason D. Herried, CFA.
Dave begins the presentation by reviewing first quarter asset class returns. After that, he goes over the possible upcoming Federal Interest Rate hikes and how markets have reacted to past rate increases. Then, Jason discusses what may be driving stock prices, and Brian reviews the GOP Tax Plan. Jason concludes by explaining why we feel International Stocks are strong at this time.