Peter Jackson / October 13th, 2016

Third Quarter Strategy Review

Unlike the first quarter of 2016 where we experienced a fairly swift correction on global growth concerns, fear of rising interest rates in the US, falling commodity prices and the second quarter Brexit surprise vote, the third quarter has been relatively quiet from an economic and political standpoint. Perhaps this lull, combined with a relatively benign quarter for earnings, was the right combination that allowed markets to grind higher.