Investing in 2017 - Tower Square Investment Management
Tower Square Investment Management’s recent commentary discusses their perspective for the global economy and financial markets in 2017.
The common theme underlying the outlook is that it is reasonable to expect improving trends and likely tax policy changes in the U.S. to generate better economic growth in 2017 than during the past twelve months. However, the consensus now largely reflects this view and economic growth failing to meet rising expectations or investor sentiment turning somewhat more cautious could challenge markets.
Overall, our outlook is one of tempered optimism, with the bull market likely to remain intact but facing headwinds from stretched valuations, diminishing central bank support, and frothy investor sentiment.
Please feel free to contact me at my office to schedule a meeting at 505-828-4068, so we can review this more in depth and prepare for 2017 together.