2017 Outlook Update: "The Slow Road to Reducing Monetary Stimulus"

Q2 2017 Outlook

Segal Marco’s Q2 update to our 2017 Investment Outlook helps you put the optimism we are seeing in the markets in perspective by providing our near-term views on the world’s economies and the performance of specific asset classes.

Over the next 12 to 18 months, we expect:

  • The non-U.S. developed world to have returns that are somewhat ahead of expectations, as favorable economic direction combines with more reasonable pricing for stocks.
  • It is going to be difficult to make much over fixed-income baseline yields in Core, either in the U.S. or the rest of the developed world.

Whether it is low levels of inflation, substantial dry powder waiting to be put to work, or high valuations, each sub class has some element that is of enough concern to push us to a neutral perspective across the spectrum.

Webinar — August 2017

Q2 2017 Investment Outlook Update

This webinar discusses the economic backdrop, factors and developments driving Segal Marco Advisors’ near-term asset class views, and how investors may want to adjust their strategy in response.

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Contact an Expert

Tim Barron, CAIA

Tim Barron, CAIA
Senior Vice President, Chief Investment Officer

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Dan Westerheide

Dan Westerheide
Senior Vice President, Co-Head of Risk Management

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Catherine Hickey

Catherine Hickey
Vice President

Contact Catherine