◀ The Principal Blog

Posts from the ‘Portfolio Management’ category

Views from the CIO: positive outlook for equities in 2017…with a few caveats



Looking ahead in 2017, we have a positive outlook for equities but with a few caveats. Our positive outlook is based on the following main areas: Trump pro-growth agenda: Trump pro-growth policies will likely benefit company earnings here in the United States, however, these benefits won’t be…

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Something’s Brewin’ – 2017 Fixed Income Outlook



To quote Bert the chimney sweep, from Disney’s Mary Poppins, “Winds in the east, mist coming in, like somethin’ is brewin’ and bout to begin”. 2016 was characterized by unexpected change, exemplified by the outcomes of the Brexit vote and the U.S. presidential election. And as we look…

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