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Investment Strategy Commentary

 
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  SUMMARY
  • New environment: rising rates, U.S. equity outperformance, sector rotation
  • Thinking strategically: assess the short-term cyclical change with caution
  • We remain overweight to U.S. equities, high yield, and natural resources
Keywords:
Election2016, Northern Trust Asset Management, Jim McDonald, Investment Strategy Commentary, Market Commentary, Investment Commentary
Has the Whole World Changed?
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The opinions expressed herein are those of the author and do not necessarily represent the views of The Northern Trust Company. The Northern Trust Company does not warrant the accuracy or completeness of information contained herein, such information is subject to change and is not intended to influence your investment decisions.