In this presentation, you will hear the Investment Policy Committee discussing the firm’s current portfolio strategy. The main feature is approximately 16 minutes. Featuring: Ken Fisher, Executive Chairman & Co-Chief Investment Officer; Jeff Silk, Vice Chairman & Co-Chief Investment Officer; Bill Glaser, Executive Vice President, Portfolio Management; Aaron Anderson, Senior Vice President, Research; Michael Hanson, Senior Vice President, Research; Jessica Smith, Client Services Manager.
Time stamps:
00:45 – Introductions
01:05 – Healthcare and Tax Reforms’ Effect on Stocks
02:50 – Political Gridlock
04:45 – Not a Trump Rally
08:30 – The Media’s Impact on Investor Sentiment
11:05 – The President’s War with the Media
12:10 – Ken Fisher’s USA Today column
12:50 – Stocks at All-Time Highs