Market Outlook:
Cinderella (economy) & the Three Bears
· Stable/growing U.S. economy & employment trends - rising corporate profits, broadening stock performance with lower valuations & normalizing bond term structure are positive developments for investors.
· Geopolitics, inflation concerns, tariffs, and mid-term election seasonality are concerns that investors can’t ignore.
· Appropriate portfolio diversification currently has allowed outperformance and continues to be important looking forward.
Ignatius Smetek, President & Chief Investment Officer
Arcataur Capital Management
Ignatius L. Smetek CFA, CPA, BBA, MS Finance, President and Chief Investment Officer.
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