Resolutions and Predictions
Carol Schleif, CFA, FSA
Chief Investment Officer at BMO Family Office | Passionate advocate for women in and of wealth
It's the time of year that many of us hit the "refresh" button in an attempt to learn from the past and try to walk a straighter, more pristine path into the future. Toward that end, what can we, as investors, learn from 2017 markets that's applicable to 2018 and beyond? Our latest Abbot Downing Strategy Report (January) touches on some of the surprises and events of 2017 and how they might impact what transpires in the quarters ahead. Another key article in the report outlines key components of our investment philosophy - adopting institutional portfolio construction philosphy to taxable investor portfolios. Enjoy!