Trump and Volatility

Aug 14, 201955 minutes

Topics discussed:

  1. Volatility expectations in the weeks/months ahead
    • Trade war
    • Currency
    • Brexit
    • Hong Kong
    • The Fed
    • Asset allocation when the 10-year is 1.65% and equities face uncertainty and volatility
    • Within equities, what looks good?
  2. Energy sector
  3. Is big tech/new tech dead?
  4. Low beta or high beta?
  5. Outlook for dividend growth

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