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Analyst Insights Quarterly Update: Fourth Quarter 2016

Many markets closed out 2016 with positive returns, but will the momentum continue? Moving into 2017 we expect investors to focus their concerns on policy changes by the new Trump administration, additional rate hikes, earnings and valuations, and the potential for further disintegration of the European Union.

In this recorded presentation, Envestnet | PMC investment analysts provide a recap of fourth quarter market performance, trends and themes, and near-term outlook and positioning.

Topics include:

  • Developed International, Emerging Markets
    by Eric Halverson, Investment Analyst
  • Domestic Equity and MLPs/REITs/Commodities
    by Michael Manning, CFA, Investment Analyst
  • Global Fixed Income
    by Michael Wedekind, Investment Analyst

View the presentation.

The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this review is intended to  constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any  type. All investments carry a certain risk, and there is no assurance that an investment will provide positive performance over any period of time. An investor  may experience loss of principal. Investment decisions should always be made based on the investor’s specific financial needs and objectives, goals, time  horizon, and risk tolerance. The asset classes and/or investment strategies described may not be suitable for all investors and investors should consult with an  investment advisor to determine the appropriate investment strategy. Past performance is not indicative of future results.

Information obtained from third party sources are believed to be reliable but not guaranteed. Envestnet | PMC makes no representation regarding the  accuracy or completeness of information provided herein. All opinions and views constitute our judgments as of the date of writing and are subject to change  at any time without notice.

The material presented represents the opinions of the Envestnet | PMC Research Group as of December 31, 2016. Opinions and portfolio changes are subject  to change without notice. The information and opinions presented have been obtained or derived from sources believed by Envestnet | PMC Research Group  to be reliable.  Envestnet  | PMC Research Group makes no representation as to their accuracy or completeness.

Featuring

Michael Wedekind, CFA
Senior Investment Analyst – Fixed Income Research
Michael P. Manning, CFA
Senior Investment Analyst – Equity Research
Eric Halverson, CFA
Senior Investment Analyst – Fixed Income Research

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