Leigh Lowman, Investment Manager
On this week’s podcast (recorded August 11, 2017), Leigh provides a quick review of July markets.
- After a strong first half to the year, positive economic growth continued into July.
- Second quarter earnings came in strong with both revenue and earnings surprises accelerating from already strong levels.
- the Senate’s failure to pass a healthcare bill cast a shadow on the “Trump trade”, bringing forth concerns on whether meaningful tax and regulatory reform can be accomplished.
- Overall economic data leans positive and we expect markets will continue to trend upward over the near term.
For Leigh’s full insights, click here to listen to the audio recording.
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.