Monthly Fund Commentary - Sep 2017

Global Titans Fund commentary September seemed like a case of Deja vu with November of last year. The “Trump Trade”, full of hopes for a more robust economy, ignited again as the topic of tax reform came front and centre. The Emerging markets led, and other developed markets modestly outperformed the US. Economic indicators globally continue to point to solid growth, supporting earnings growth and market sentiment. The Fed announced it will finally begin unwinding quantitative easing, allowing maturing debt to gradually roll off the balance sheet—news that markets met with indifference. The sector relative returns after the election, from November 8 to November 29 of last year, nearly mirror
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