“Industry Perspectives” 2Q 2017
“From a market risk perspective, we remain concerned about the influence passive investments, such as ETFs and index funds, could have on stock prices in a volatile market.”
Clay Brethour, President, Buffalo Funds
Clay Brethour, President
As we move into the 2nd half of 2017, we take a look at the global equity markets and the drivers of change that could move the markets in one direction or another. We also outline potential Central Bank and Federal Reserve policy changes that could affect the financial markets later this year.
From pending legislation in the U.S. to upcoming international elections, we give our outlook on the industry and how it might affect you in 2017.
- Pro-growth legislation changes would be viewed positively by the equity markets.
- The Central Bank’s plan to slowly shrink their balance sheet is anticipated to start in September 2017.
- A comprehensive tax reform or an infrastructure spending bill could create a strong market finish into the end of the year.
We get to know the companies we invest in and learn how they run their business.
Top-Down & Bottom-Up
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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