Maintaining Overweight Equities Recommendation

Here's What We're Thinking

August 10, 2017

We leave our overweight in equities and underweight in fixed income recommendation in place. We continue to believe assets and sectors sensitive to the economic cycle should outperform in this late stage of the cycle, characterized by strong economic growth, rising interest rates / bond yields and supportive commodity prices. Seasonal headwinds could offer attractive entry points for new money.

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