Hamilton Capital Management - Registered Investment Advisor


Regional Specialists Review March 2018

It's finally arrived - a correction of sorts. Forecasted over and over in recent years, markets pulled back starting in late January. If one must point to a single event that merits more of the blame (or credit) than others, fear of higher inflation and sharper increases in interest rates in the U.S. tops the list.

We have often argued that it's impossible to predict triggers for short-term market shifts, and this may be just such an event, as financial assets bounce off the guardrails day to day, week to week or even month to month. Valuations are stretched, which presents a headwind for gains, as do meaningfully higher interest rates. But other forces are pulling the other way, and may put off the day of reckoning.

5/25/2018 1:32:02 PM

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