Archive for December, 2016

November 2016 – Monthly Commentary

December 21, 2016  |   Monthly Commentary   |     |   0 Comment

November 2016 The landscape for fixed income changed dramatically with Donald Trump’s election victory.  While polling was close going into the election, the market seemingly priced-in a Clinton victory and a continuation of the steady, albeit modest economic growth of the Obama Presidency.  Instead, investors reacted swiftly to the change in leadership concluding that Trump’s rhetoric will translate into profit growth and an accelerating economy.  Industries that have seen the strongest reaction are banking, building, mining, ...