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Quarterly Market & Portfolio Update

January 2017

Under the new administration, a pro-growth legislative blitz is likely to unfold in 2017 that should be supportive of US equities. The administration has promised a significant amount of fiscal stimulus. From corporate tax reform and repatriation of foreign profits, to reduced regulation and infrastructure spending, US equity markets have a solid backdrop. Though, in our view, caution is warranted as valuations (see chart below) leave little room for an earnings disappointments or policy mistakes. For the first time in several years, we do see opportunity in foreign markets as valuations are attractive (see chart below). In addition, reform momentum, improving fundamentals and relatively weaker foreign currencies should support exports and improve foreign corporate profitability.   

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