“Industry Perspectives” 1Q 2018
The U.S. stock market started off January with a bang, rallying to new records daily. However, in February, volatility was reintroduced to investors at a level not seen since 2015. After nearly 9 years since the great financial crisis of 2008, the jitteriness of the aging bull market seemed to be looking for any excuse for a sell off, and the talk of a potential tariff war was enough to send the market down, with wide intra-day swings.
In this latest Industry Perspectives, we discuss:
- After a strong start to 2018, volatility was reintroduced into the markets.
- Rising interest rates, effects from the 2017 tax reform, and U.S. / international trade tariff discussions are major market disruptors.
- Short-term volatility is just the beginning and could intensify as other central banks reduce their easy money policies.
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We identify Top-Down broad, secular growth trends and search for companies from the Bottom-Up.
We construct our portfolios based on our own proprietary investment strategy.
Sticking to our disciplined investment strategy ensures we maintain a consistent, balanced approach.
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