Investment Insights Podcast: Where markets go from here now that they’ve rallied post-election

Jeff Raupp, CFARaupp_Podcast_Graphic, Senior Vice President

On this week’s podcast (recorded February 17, 2017), Jeff discusses some measures that we think are important to look at to determine where markets go from here now that they’ve rallied post-election. Here are some quick hits before you have a listen:

 

  • Market expectations are that the new administration’s policies will be pro-business and pro-growth, which has been driving prices up.
  • We want to see indications that the growth is real, that earnings will eventually justify current valuations.
  • Corporate confidence measures have risen dramatically in the last two months.
  • The NFIB Small Business Optimism Index is the second highest its been in the last 30 years.

For Jeff’s full insight, 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.