In spite of a constant chorus of negative news, we remain optimistic on the intermediate and long-term growth prospects for corporate earnings, the economy and capital markets.
Our Q2 client letter provides evidence and data supporting our outlook. We have attempted to highlight data that has not been broadly covered by the media and other investment research firms that shed light on the rationale behind out strategies.
In spite of an uncertain background, we remain bullish on economic growth and equities. We provide multiple reasons to support our outlook as well as insight into recent strategic changes we’ve made in client portfolios.
Read MoreFascinating webinar on the impact of human emotions on investor decisions and psychology.
Read MoreUnderstanding that market volatility is often times temporary, we provide a graphical illustration on the power of remaining invested through all market cycles.
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