Leigh Lowman, CFA, Investment Manager
On this week’s podcast (recorded November 10, 2017), Leigh provides a quick review of October markets.
- Many of the global growth themes that were evident in the third quarter carried into the start of the fourth quarter.
- Macroeconomic data remained positive and earnings announcements generally came in above analyst forecasts.
- Our base case remains that the positive market momentum we have seen year-to-date will likely continue through year-end.
- However, we are aware that with equity markets at record highs and volatility at record lows, this may indicate investor sentiment is reaching excessive levels.
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