Summer 2017 - Capital Markets Update Excerpt

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