2017 2nd Quarter Outlook - Tower Square Investment Management
Tower Square Investment Management has just issued its TowerView Outlook for Q2 2017. This commentary discusses the common theme of the outlook that they continue to be constructive on markets, but that optimism is tempered by the increasing uncertainty around the timing and impact of potential drivers of growth going forward. They still expect the bull market and economic expansion to continue. As additional data has come in over the past several months, they have seen increasing support for an economy that is picking up steam. All of this translates into a backdrop where they see positive equity performance, but with measured gains below historical averages.
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