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  • Destinations 20 Year Anniversary Video

    For 20 years, the Brinker Capital Destinations team has helped investors in their quest to achieve their goals.

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Market & Economic Outlook

Market & Economic Outlook – November 2017

Risk assets were up in October. Many of the global growth themes that were evident in the third quarter carried into the start of the fourth quarter.  Macroeconomic data remained positive and earnings announcements generally came in above analyst forecasts. Expectations surrounding potential tax reform increased when the Senate narrowly approved the budget for fiscal year 2018, the first step in paving the way for tax reform/cuts. Our base case remains that the positive market momentum we have seen year‐to‐date
will likely continue through year‐end. However, we are cognizant that with equity markets at record highs and volatility at record lows, this may indicate investor sentiment is reaching excessive levels. These signs of complacency may lead to any potential bad news having a larger negative impact on equity markets.