Bob Doll’s Ten 2017 Predictions

Facebooktwittergoogle_plusredditpinterestlinkedinmail

 
I hope you had a wonderful weekend and are finding a way to stay warm!

LRPC’s Monday Morning Minute for this week, “Bob Doll’s Ten 2017 Predictions” (presented below) comes to you courtesy of ThinkAdvisor. As an independent, objective Registered Investment Advisory firm, Lawton Retirement Plan Consultants, LLC has access to research from many sources. Be assured that I will share enlightening, useful information with you each week. If you are short on time, make sure you take a look at each of the ten headings.

Bob Doll, chief equity strategist at Nuveen, is famous for his annual top ten list of predictions. The list has gained notoriety because he has often been right. His top ten list of 2017 predictions may surprise you.

Have a wonderful week!

_______________________________

Bob Doll’s Ten 2017 Predictions

By Bernice Napach, Senior Writer, ThinkAdvisor

This year will be a year of transition for the global economy and global markets, moving from concerns about “relentless stagnation in economic growth” to rising confidence among consumers and businesses, says Bob Doll, chief equity strategist at Nuveen.

It’s not “necessarily animal spirits,” but “we have turned the corner,” Doll explained at his annual New York City event announcing his top ten 2017 predictions.

Indeed, the S&P 500 index ended 2016 with a 9.5% gain while the Dow Jones industrial average finished the year 13.4% higher.  Doll had predicted a high single-digit gain in the S&P 500 this time last year — one of  8.5 correct predictions he says he made then (he missed when his most favored stock sectors underperformed his least favorite and when non-U.S. stocks did not outperform U.S. stocks).

Unlike most market strategists, however, Doll correctly predicted that Republicans would sweep the White House and Congress during the November election.

In his ten 2017 predictions, Doll says he feels like he’s going further out on a limb than normal because the global economy is shifting toward stronger growth, higher inflation and rising interest rates at a time of increasing uncertainty including possible significant changes in U.S. tax, trade, immigration and regulatory policies under the Donald Trump presidency.

“The 35-year disinflationary, falling interest rate world is ending, and that brings some challenges,” writes Doll. Among them, are a stronger dollar, which, along with rising rates, may offset the positives of an improving economy and tax reform that could help boost corporate earnings. “In their environment, investors may be in for a difficult ride,” writes Doll about one of his 2017 predictions.

Here are his top ten 2017 predictions: [Read more…]

Three Trends To Watch For The Rest Of 2016

Facebooktwittergoogle_plusredditpinterestlinkedinmail

MMM Newsletter and Website Header 10.2.15I hope you had a great weekend! It is almost time to start thinking about your Halloween costume!

LRPC’s Monday Morning Minute for this week, “Three Trends To Watch For The Rest Of 2016” (presented below) comes to you courtesy of Lord Abbett. As an independent, objective Registered Investment Advisory firm, Lawton Retirement Plan Consultants, LLC has access to research from many sources. Be assured that I will share enlightening, useful information with you each week. If you are short on time, make sure you take a look at each of the headings

What’s going to happen in the markets for the rest of this year? Take a look below at what economic trends the experts from Lord Abbett think we should focus on.

Have a wonderful week!

_______________________________

Three Trends To Watch For The Rest Of 2016

By Zane E. Brown, Lord Abbett

In Brief

  • Summer 2016 has been anything but quiet for investors, with the “Brexit” vote, troubles in the Italian banking sector, expectations of U.S. economic improvement, and the prospect of a U.S. interest-rate hike dominating the headlines.
  • With investors focused on how the rest of 2016 could play out, we have identified three economic trends to keep an eye on in the coming months: 1. Both the U.S. economy and U.S. Federal Reserve policy seem headed higher, 2. Key economies outside the United States seem at greater risk, 3. Central bank policy responses could perpetuate “lower for longer” rate.
  • The key takeaway — U.S. economic resilience, the likelihood of slower growth elsewhere, and “lower for longer” monetary policy among developed countries could encourage investors to reposition their portfolios during the remainder of 2016.

With the U.S. Labor Day holiday over and the kids back in school, financial markets are taking stock of Summer 2016. If investors were expecting a quiet, uneventful season, they were disappointed. The global investment environment has changed meaningfully since June. The surprising decision by Britain’s voters to opt for “Brexit” in late June, continuing troubles in the Italian banking sector, expectations of better second half growth in the United States, and renewed likelihood of a rate hike by the U.S. Federal Reserve (Fed) suggest investors may want to perform a post-Labor Day check-up on their portfolios.

What are the important economic trends they should be watching as we head into the year’s home stretch? And how might they wish to position their portfolios? Here, we’ll attempt to answer those questions. [Read more…]

Five Global Trends That Investors Should Watch

Facebooktwittergoogle_plusredditpinterestlinkedinmail


MMM Newsletter and Website Header 10.2.15
I hope you had a great weekend. The holidays are almost here!

LRPC’s Monday Morning Minute for this week, “Five Global Trends That Investors Should Watch” (presented below) comes to you courtesy of Schwab. As an independent, objective Registered Investment Advisory firm, Lawton Retirement Plan Consultants, LLC has access to research from many sources. Be assured that I will share the most relevant information with you each week. This is a short piece I believe everyone can read in less than 60 seconds.

World trends may impact your investing strategy more than trends here in the U.S. As our world becomes more integrated, what happens abroad becomes much more relevant. Outlined below are five major global trends that the experts at Schwab feel everyone should keep in mind.

Have a wonderful week!

_______________________________

Five Global Trends That Investors Should Watch

From Charles Schwab & Co., Inc.

Demographic changes around the world are creating new opportunities for investors. Consider your portfolio in light of these global trends, and you may want to widen your horizons: [Read more…]

Four Signs A Recession Is Nowhere Near

Facebooktwittergoogle_plusredditpinterestlinkedinmail


MMM Newsletter and Website Header 10.2.15
Welcome to another warm summer week. You may want to store these days in your memory. Winter will be here sooner than you think!

LRPC’s Monday Morning Minute for this week, “Four Signs A Recession Is Nowhere Near” (presented below) comes to you from LPL Financial. As an independent, objective Registered Investment Advisory firm, Lawton Retirement Plan Consultants, LLC has access to research from many sources. Be assured that I will share the most relevant information with you each week. This is a short piece that I believe everyone can finish in less than 60 seconds.

Are there storm clouds on the economic horizon? Not according to LPL Financial. Read why they believe the U.S. economy will continue to remain recession-free.

Have a wonderful week!

_______________________________

Four Signs A Recession Is Nowhere Near

After a long winter put a damper on the U.S. economy in the first quarter, job growth is finally heating up. “Spring arrived, and fortunately, so did the economic snapback,” said LPL Financial Research in its midyear outlook report, released earlier this week.

Indeed, some 288,000 jobs were added in June, the Labor Department reported, and the unemployment rate fell to 6.1%. The markets, of course, reacted favorably to the latest job news.

Analysts at LPL Financial (LPLA) say we’ve reached a moment of truth: “If the economic data continued to weaken, it would mean that something was more deeply wrong with the economy than merely the weather. If spring led to a rebound, then it meant the weakness in the first quarter was weather related, and our forecast for a breakout in the economy to a faster pace of growth was still on track.” [Read more…]