2017 Capital Market Outlook

December 2016
At the end of 2015, we published our first capital market outlook. The second installment of this publication provides a look ahead to 2017 and a review of our themes from this past year. As you will notice, many of our themes are influenced by the recent U.S. election results. The impact of our themes for next year will vary by portfolio, but may impact investors of all types.


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