Stock Market Outlook:
Tactical and Strategic

Whether you're a savvy investor or a casual observer, you've probably asked yourself the question, "What is going on in the stock market?" This presentation discusses the state of the current stock market as well as DeMarche's unique approach to understanding market cycles. A central driver of market returns is determined by the phases of a market cycle. Will value outperform growth? In what environment can we anticipate increasing breadth for the market? Should you increase exposure to small-cap or international equities? We will explain the investment styles that offer the best (and worst) potential given the current state of the market. Such insights can be useful in making rebalancing decisions and establishing risk controls both on a portfolio basis and between individual investment styles.