Leigh Lowman, CFA, Investment Manager
On this week’s podcast (recorded October 9, 2017), Leigh provides a quick review of September markets.
- In September, more clarity surrounding anticipated tax reform policies helped boost consumer and business sentiment and there is now a higher probability that corporate tax cuts and/or move to a territorial tax system will be enacted in the beginning of 2018.
- Overall macroeconomic data leans positive and we expect the positive market momentum we have seen so far in 2017 will carry through to the end of the year.
- We remain positive on risk assets over the intermediate-term but recognize we are in the later innings of the bull market.
The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change. Brinker Capital, Inc., a Registered Investment Advisor.