Portfolio managers Ron and Jeff presented their observations, interpretations, and decisions about the investment climate. They updated us on the items comprising their “checklist,” ranging from what’s happening on the domestic front (interest rates, consumer spending, health of financial institutions, etc.) to what’s taking place across the globe (Europe, China, emerging markets, etc.).
Watch the video archive below or download a PDF of the highlights here > Recap: December 3, 2015 Investment Seminar.