Topic: The Clash: Should I stay or should I go? What’s an investor to do?
Date: May 10, 2017
Location: Bernstein 1345 Avenue of the Americas (36th Fl.) New York, NY 10105
Stocks have been up sharply since the election, but the upward market and recent volatility has reasons far beyond politics. The global economy has shown resiliency, and earnings are beginning to accelerate. Despite this, valuations and the potential for increased volatility have created uncertainty.
Paul Robertson, Bernstein Senior Portfolio Manager, will discuss what Bernstein believes is behind the expectation of greater economic growth, the market rally and recent increase in volatility, and how Bernstein is responding. His discussion will include what areas of the economy are expected to grow faster than normal, what growth-enhancing policies from the new administration mean for investors, and whether staying invested is a prudent plan.
Paul Robertson, Senior Portfolio Manager of Bernstein