Coming out of our Investment Committee's May meeting, we wanted to share our overall economic outlook, how we believe it will affect our clients' portfolios, and the changes we are making in light of what we are seeing. We see three broad themes in the current environment:
- International Equities are extremely attractive from a valuation standpoint
- Alternative Investments remain a core asset allocation for our clients
- Heightened volatility will likely remain in the near term
With these in mind, we have made changes to our asset allocation models in order to best position our clients for the current themes playing out in the market and global economy. Click here to read the full article.