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October Abbot Downing Strategy Report

What If?

VIEW SPECIAL REPORT (PDF)

SUMMARY

Markets around the globe continued to advance into new high territory in September, with the S&P 500 posting a total return of 16% YTD. While global fundamentals remain solid, the outlines of proposed U.S. tax reform added to investor and business optimism. The October Abbot Downing Strategy Report discusses what may transpire should the more positive aspects of proposed tax changes make it into law. A second informative article discusses a foundational aspect of Abbot Downing’s portfolio construction process—our “core beta” approach.