Dynamic Power Global Growth

Noah Blackstein, CFA, Portfolio Manager

June 21, 2017

 

 

This past week Noah Blackstein appeared on BNN to discuss both the U.S. and Global Markets Below are the key takeaways from the interview and attached is a more detailed summary. If you would like to watch the video clip please click here

Key Takeaways:

        The largest risk to the U.S. market right now is a policy move by the Fed

        Every major break in the stock market has been caused by the Fed being too loose and then too aggressive

        Each market will be driven by its’ own unique factor not a macro factor

       o   US tax reform

       o   Rise of the Chinese consumer

       o   Resurrection of the EU

        Markets are becoming less correlated with each other which is why global investing makes a lot more sense over the next five years

SERIES F PERFORMANCE AS OF JUNE 20, 2017

* Denotes top decile

Dynamic Power Global Growth Class YTD 1-Year 3-Year 5-Year 10-Year 10-Year
Returns (Series F) 33.25% 35.82% 18.89% 19.54% 11.59% 11.61%
Quartiles 1st* 1st* 1st* 1st* 1st* 1st*