Earlier this month held a webinar, “Our Take on the Markets.” Cornerstone’s Chief Investment Officer, Phil Kirshman, was joined by Equity Strategist Michael Geraghty, Director of Manager Due Diligence Jennifer Leonard, and special guest Geeta Aiyer, President and Founder of Boston Common, to share their insights on these questions:
- What’s the outlook for US/international equities over the next 12 months?
- Will the predominant factor determining the direction of stock prices be the P/E multiple or earnings growth?
- Will the “Trump Trade” unwind?
- What are key risks for the equity market?
- What are we telling our clients about asset allocation?