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July Abbot Downing Strategy Report

The (Head) Winds of Change



The July issue of the Abbot Downing Strategy Report discusses the solid economic and fundamental underpinnings supporting the markets’ moves to new highs, broadening into outperformance by developed and emerging markets, and investor complacency around a variety of corporate headwinds. It also delves into the process and philosophy behind our Capital Market Assumptions and how we use them to create the framework for expected risk, return, and correlation underpinning our development of diversified portfolios over intermediate and long-term time horizons.