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Abbot Downing Strategy Report

Sturm und Drang

VIEW STRATEGY REPORT (PDF)

SUMMARY

Global markets continue to react to ongoing concerns related to trade, tariffs, inflation, and a mounting Federal deficit. Now, “Tecklash” has been added to the mix, as revelations about data security and privacy practices at Facebook came under intense media and congressional scrutiny. In the April edition of the Abbot Downing Strategy Report, we look at these concerns and offer our view on appropriate responses in the current investment environment. In addition, we delve into how active decisions to purposefully depart from the core/beta portfolio structure can add value over time.