Outlook 2016 – Rates, Recessions & Elections

July 27, 2016

A webcast presentation originally held on July 27th, 2016 by Sam Stovall as part of the CMT Association’s Educational Web Series.

It’s been said that bull markets are like humans – the older they get, the more unstable they become. The S&P 500 just celebrated its seventh birthday. What does history say could happen to stocks as we proceed into the eighth year? In addition, election years always inject a bit of uncertainty into the stock market, especially when the incumbent is not up for reelection. As a result, which rules-based sector rotation strategies hold promise?