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Friends in High Places
Some of the highlights include:
• This manager has been heavily overweight U.S. stocks and other assets. However, as economic data continues to improve overseas, this positioning has been unwinding and more investments are being made globally.
• The economic backdrop over the next 12-18 months appears to still be constructive for growth. There are plenty of reasons to continue to believe we will see growth in the economy over the near-term. The biggest driver is the consumer. People are still quite confident and data on spending and business confidence remain quite strong.
• There is some question as to the outlook for fixed income, considering rates and yields are so low. While this year has been strong, the outlook over the shorter and medium term may not be as good. While it doesn’t happen all that often, we always relish the opportunity to speak to these individuals who have incredible resources and connections. No one has a crystal ball on the future of the markets or economy, but this opportunity brings a unique perspective to our internal research efforts.
Connecting with these individuals remains a high priority to our research efforts. Their input directly helps us in our decision making regarding your investments. We will continue to update you with additional research efforts through our blog in the future.
The views are those of Robert Jeter and Eric Johnston and should not be construed as specific investment advice. Investors cannot directly invest in indices. Past performance is not a guarantee of future results. Investments in securities do not offer a fixed rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results. Additional risks are associated with international investing, such as currency fluctuations, political and economic stability, and differences in accounting standards. Investment Advisor Representative offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.