Portfolio Composition For Trumponomics – David Hay

Published on
January 23rd, 2017
Duration
26 minutes

Value Investing in the Sweet Spot – William Smead


Portfolio Composition For Trumponomics – David Hay

Think Piece ·
Featuring David Hay

Published on: January 23rd, 2017 • Duration: 26 minutes

With the start of a New Year being an opportune time for market predictions, David Hay, CIO of Evergreen GaveKal, delivers a Think Piece for 2017, with his outlook for financial markets, amidst the arrival of Trumponomics. David breaks down the recent market activity from a portfolio composition standpoint, assessing valuations, hot spots and potential surprises for the year to come.