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Abbot Downing Strategy Report

A Look Back—What Have the 2010s Taught Us?

VIEW STRATEGY REPORT (PDF)

SUMMARY

As we approach the end of the decade, this month’s strategy report looks back at what this extraordinary time span has taught us. With an extended bull market, ongoing economic growth, technological advancements, and low unemployment, there’s much to take with us and learn from as we enter the next decade. In this issue, we also discuss rebalancing and how Abbot Downing uses both strategic and tactical allocations to reflect each client’s complex approach to portfolio composition. In addition, we summarize key market events, take graphical looks at manufacturing activity and disposable income vs. consumption, and provide this month’s outlook for specific asset classes.