If there’s one word that characterizes 2016, it’s drama. That goes for last year’s politics, sports and even investments—last year, almost every corner of the global financial market experienced some kind of dramatic reversal, from U.S. stock markets to global bond markets, from crude oil prices to gold prices.
As investors are tempted to invest in response to the new administration’s policies, this month, we compare the positive areas that could have strong impacts on the economy with those that could prove more problematic. We caution against making reactive investment decisions based on speculation and momentum in favor of waiting to see what Congress actually passes.
Based on the little substance that emanated from the presidential campaign, it is almost impossible to game the precise market and economic policy implications of a Trump presidency. What there is to guess at suggests possible gains for the financial sector, companies leveraged to infrastructure, and healthcare companies, should there be dramatic reform to the Affordable Care Act.
Stampeding global markets post-election make us question whether the bull still has life. This month, we present a rationale for why it may still have room to run, analyze its underpinnings, and suggest how investors can use market dips as entry points to reposition portfolios and take advantage of what may be a new trend in equity strength.
In this video for The PMC Spotlight, Ryan Tagal, Director of Product Management at PMC, explains how advisors can help investors achieve both index returns and social priorities, and offers insight on innovations on the horizon for impact investors.
The Federal Reserve’s intent to raise rates, coupled with the election of Donald Trump, may have ignited a Great Rotation from bonds to equities, calling into question the relative safety of bonds that investors have experienced over the past three decades.
On the morning after the election, experts from Envestnet | PMC attempted to answer: Will a new president signal a change in markets? What will a new administration mean for portfolios? Where are the investing opportunities in the short and long-term? The webinar featured Tim Clift, Chief Investment Strategist, and Brandon Thomas, Chief Investment Officer at PMC, and Zachary Karabell, Head of Global Strategy at Envestnet.
The post-election outlook has investors questioning the state of the global economy, volatility, corporate earnings, and the direction of interest rates.
In this video for The PMC Spotlight, portfolio manager Ali Caffery talks about how to make an impact with the two key investor groups that stand to benefit significantly from the impending $30 trillion wealth transfer.