Q1 2017 Quarterly Outlook

Donald Trump will become the 45^th U.S. President tomorrow and a new playbook might be just what the U.S. economy needs to reach its full potential.  The markets have reacted accordingly since election day as equity markets have rallied while interest rates have spiked.

We believe the transition of the market’s focus from monetary policy to fiscal policy to create jobs and spur growth is a healthy one.  Trump also has the infrastructure beneath him to potentially accomplish significant policy changes.  In summary, the stage is set for reflation.

We also know that Trump will be difficult to forecast and it will be a quick changing environment.  Furthermore, the degree to which improving sentiment will flow through to actual behavior along with the timing and magnitude of actual policy execution are the big questions ahead.

In light of this significant shift in what and how government policy is pursued, we have published a special report on “Preparing For A Trump Presidency” in addition to our Quarterly Outlook.

Click here for Quarterly Outlook

Click here for Preparing For A Trump Presidency

THE OPINIONS EXPRESSED HEREIN ARE THOSE OF EDGE CAPITAL PARTNERS (“EDGE”) AND THE REPORT IS NOT MEANT AS LEGAL, TAX OR FINANCIAL ADVICE. THE PROJECTIONS OR OTHER INFORMATION GENERATED BY THIS REPORT REGARDING THE LIKELIHOOD OF VARIOUS INVESTMENT OUTCOMES ARE HYPOTHETICAL IN NATURE, DO NOT REFLECT ACTUAL INVESTMENT RESULTS AND ARE NOT GUARANTEES OF FUTURE RESULTS. YOU SHOULD CONSULT YOUR OWN PROFESSIONAL ADVISORS AS TO THE LEGAL, TAX, OR OTHER MATTERS RELEVANT TO THE SUITABILITY OF POTENTIAL INVESTMENTS. THE EXTERNAL DATA PRESENTED IN THIS REPORT HAVE BEEN OBTAINED FROM INDEPENDENT SOURCES (AS NOTED) AND ARE BELIEVED TO BE ACCURATE, BUT NO INDEPENDENT VERIFICATION HAS BEEN MADE AND ACCURACY IS NOT GUARANTEED.