Our portfolio managers give you their analysis of current economic trends
within their targeted area of investment
- Core Strategy
- Will Wurm
Summary: The first quarter of 2019 saw a tremendous reversal in equity markets from the lows seen in late December. The S&P 500 has gained approximately 13% year to date and our portfolios have prospered as well. As we noted in our previous monthly commentaries, investor risk appetite has returned and gains were most pronounced in the Technology, Industrial and Consumer Discretionary segments indicating a belief that a recession is not in the near future.