“At even strength, the game is still winnable, but it has gotten a little harder to score a goal.’”
–Joe Terranova, Chief Market Strategist,
Virtus Investment Partners
This edition includes insights on a variety of topics including:
- Getting back to even strength as optimism increases
- Learning the lessons of 2015 and 2016
- Positioning for success in a normalizing environment
- Reflation, not inflation
