First Quarter 2017 CIO Insights Podcasts: A 2017 Outlook

Q1 CIO Insights Podcasts: A 2017 Outlook

Volatility and uncertainty were prevalent in January as investors reacted to new legislation from the Trump administration. This quarter’s CIO Insights podcast series addresses that volatility and other global events with an outlook on what’s in store for 2017.

Click on each chief investment officer’s blog post below to listen to the full text, or download the podcasts from iTunes—just search “CIO Insights”.

2017 Outlook: Preparing for Uncertainty and Volatility in a Post-Election World
G. David MacEwen and Victor Zhang, Co-Chief Investment Officers

A lot remains unsettled and could lead to significant market volatility in 2017, as the ramifications of the U.S. presidential election crystallize.

Unexpected Outcomes Reinforce the Need to Consider Company Fundamentals
Keith Creveling, CFA, Chief Investment Officer, Global and Non-U.S. Equity

As we head into the new year, the uncertainty surrounding global markets is further evidence of why in-depth, company-level research is critical.

More Fed Rate Hikes, Fiscal Stimulus and Higher Inflation Expectations
G. David MacEwen, Co-Chief Investment Officer

We believe the election of Donald Trump unleashed forces that are likely to push interest rates and inflation expectations higher in the U.S. in 2017.

Trump Policies and Current Market Trends
Greg Woodhams, CFA, Chief Investment Officer, U.S. Growth Equity – Large Cap

In this edition of CIO Insights, we identify several Trump Administration considerations that may be important for investors going forward.

Refocus on Fundamentals and Risk
Scott Wittman, CFA, CAIA, Chief Investment Officer, Asset Allocation/Disciplined Equity

Given heightened uncertainty in many markets, we are repositioning to our neutral weightings on stocks versus bonds for the first time in years.

Actively Managing the Risks of Rising Rates
Phillip N. Davidson, CFA, Chief Investment Officer, U.S. Value Equity

Volatility often penalizes good and bad companies alike, creating a window of opportunity to buy the stocks of good companies while the prices are low.

Lacking Clarity? Go with What You Know
Scott Wittman, CFA, CAIA, Chief Investment Officer, Asset Allocation/Disciplined Equity

Given the tremendous uncertainty in markets, we suggest a focus on time-tested practices: diversification, rebalancing, and above all, patience.

Achieving Growth Via Efficiency
David Hollond, Chief Investment Officer, U.S. Growth Equity – Mid & Small Cap

In uncertain environments, we believe it’s important to identify efficient companies that can withstand volatility and create their own pathways to growth.