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Cleary Gull

2016 Third Quarter Market Review and Outlook

The Third Quarter 2016 Market Outlook is presented by Joseph F. Hickey, CFA, Senior Portfolio Manager and David G. Carroll, CFA, Senior Portfolio Manager.

Joe begins by reviewing several causes of low stock market returns over the past year and what expected earnings are projected to be over the coming months. Then, Dave compares declining U.S. interest rates to other developed countries and how these rates added to strong bond returns. Dave concludes the presentation by discussing the BREXIT and potential outcomes from the U.K.’s decision to exit the European Union.

We hope the presentation brings some clarity to what’s going on in the market and how we are thinking about portfolio positioning.

Click here to review the webcast.

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Views and comments expressed in this blog are those of the author and do not necessarily represent the positions of Cleary Gull or fellow Cleary Gull associates.