What impact does the economy have on investment decisions? All business is done in the context of the economy – in the United States and that of other countries. Politics are guided by the economy. Tax policy and interest rate policy are created, in large part, by how the economy is doing and is expected to do.
Join us as members of our portfolio management team discuss what they expect to evolve in the 2017 world economy and how the U.S. fits in. They will also touch on what segments or particular industries of the U.S. economy they feel may over- or under-perform in 2017.
We also talk to Michael about the topic of a recession. What are the chances a recession will begin in 2017? We’ll discuss the history of normal recessions vs. abnormal recessions and what we can learn from these downturns.
Listen in during the 3rd segment when our portfolio team shares some insights on how they manage clients’ portfolios in response to the economy. Keeping the advisors, and ultimately the clients informed on these decisions are an important part of Fragasso’s investment client experience.