Global Imbalances Temper U.S. Growth: TGC Q1 2016 Market Update
In what seems like a bad remake of Groundhog Day, we expect stock market volatility to continue throughout 2016. As a result, portfolio valuations will fluctuate greatly from quarter to quarter depending on where in the volatility cycle we are. However, what should really drive domestic market movements, whether Equity, Fixed, Alternatives, or Real Estate, is the actual strength and depth of growth in the US economy, which at this point seems to be lacking. As we mentioned in
